Michael Converse (CRD# 4623296) is an Investment Advisor Representative working at Keating Financial Advisory Services in Manhattan, KS and has over 21 years of experience in the finance industry.
CRD# 5169515
Cgn Advisors, LLC
CRD# 1058721
Stifel, Nicolaus & Company, Incorporated
CRD# 6311083
Cgn Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Keating & Associates, Inc. | Wichita, KS | Nov 2019 - Current | 4 |
Converse Financial Advisory Inc. | Wichita, KS | Oct 2018 - Current | 5 |
Converse Team | Wichita, KS | Apr 2018 - Current | 5 |
Raymond James Financial Services Advisors, Inc. | Wichita, KS | Jan 2009 - Current | 15 |
Converse Financial Advisory, Inc Converse Team Financial Servic | Wichita, KS | Jan 2008 - Current | 16 |
Keating Financial Advisory Services, Inc. | Manhattan, KS | Oct 2007 - Current | 16 |
Raymond James Financial Services | Wichita, KS | Jan 2003 - Current | 21 |
Mike Converse | Wichita, KS | Jul 2015 - Nov 2019 | 4 |
Converse Financial Advisory, Inc. | Wichita, KS | Apr 2008 - Oct 2018 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2003 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- KS
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$1,998,474
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
- Other
CO, FL, IL, KS, MO, NC, NE, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.