Michael Proctor (CRD# 5748341) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has over 12 years of experience in the finance industry. Michael Proctor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hyperborean, LLC | Wichita, KS | Jun 2019 - Current | 4 |
| Leading Edge Insurance | Wichita, KS | Feb 2019 - Current | 5 |
| Leading Edge Growth, LLC | Wichita, KS | Oct 2018 - Current | 5 |
| M&m Insurance Associates | Wichita, KS | Jun 2018 - Current | 5 |
| Leading Edge Financial Planning, LLC | Wichita, KS | Feb 2017 - Current | 7 |
| Massmutual Life Insurance Co | Wichita, KS | Jan 2016 - Current | 8 |
| Secure Financial Firm | Wichita, KS | Dec 2015 - Current | 8 |
| Secure Financial Brokerage | Wichita, KS | Dec 2015 - Current | 8 |
| Goddard City Council | Goddard, KS | Jan 2020 - Dec 2022 | 2 |
| Mml Investor Services, LLC | Wichita, KS | Jan 2016 - Jan 2017 | 1 |
| Northwestern Mutual Investment Services, LLC | Wichita, KS | Mar 2011 - Nov 2015 | 4 |
| Northwestern Mutual Investment Services, LLC | Wichita, KS | Mar 2011 - Nov 2015 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
- CO
- KS
- TX
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts603ACCOUNTS
-
Average Account Value$56,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, KS, TX
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