Michael Kelnosky (CRD# 4273896) is an Investment Advisor Representative working at Confluence Investment Management LLC in Webster Groves, MO and has over 23 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Confluence Investment Mangagement LLC | Webster Groves, MO | Jul 2020 - Current | 3 |
| Sabatical | Chicago, IL | Mar 2020 - Jul 2020 | < 1 |
| Tortoise Credit Strategies, LLC | Leawood, KS | Jun 2016 - Mar 2020 | 3 |
| Bradford & Marzec LLC | Los Angeles, CA | Aug 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- IL
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Total Assets Under Management7,201MILLIONS
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Total Number of Accounts17,208ACCOUNTS
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Average Account Value$418,464
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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