Micoli Bates (CRD# 4510054) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 7 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | May 2019 - Current | 4 |
| Cwm, LLC | Wichita, KS | May 2019 - Current | 4 |
| Dome Holdings | Colwich, KS | May 2019 - Current | 4 |
| Driven Wealth Strategies | Wichita, KS | Jun 2018 - Current | 5 |
| Micoli Bates | Norwich, KS | Jun 2005 - Current | 18 |
| Chad Phipps | Wichita, KS | Mar 2019 - May 2019 | < 1 |
| Karsten Bond | Wichita, KS | Mar 2019 - May 2019 | < 1 |
| Various Insurance Carriers For W & R Insurance Agencies | Norwich, KS | Mar 2017 - May 2019 | 2 |
| Brent Dome | Wichita, KS | Feb 2017 - May 2019 | 2 |
| Waddell & Reed Inc. | Wichita, KS | Jan 2016 - May 2019 | 3 |
| Country Processing | Norwich, KS | Jun 2005 - May 2019 | 13 |
| Usd 331 Enrichment Foundation | Kingman, KS | Jan 2017 - Apr 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- KS
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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