Michael HartmanCRD Number: 6020345
Current Firm: Kaye Capital Management
Michael Hartman (CRD# 6020345) is an Investment Advisor Representative working at Kaye Capital Management in El Segundo, CA and has over 4 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Kaye Capital Management||El Segundo, CA||Jan 2018 - Current||< 1|
|Wealthsource Partners, LLC||Los Angeles, CA||Feb 2017 - Jan 2018||< 1|
|Reilly Financial Advisors LLC||La Mesa, CA||May 2015 - Dec 2016||1|
|Cetera Advisors LLC||Los Angeles, CA||May 2013 - May 2015||2|
|Mh Financial||Los Angeles, CA||Sep 2012 - May 2013||< 1|
|Mh Financial||Culver City, CA||Jul 2011 - Sep 2012||1|
|Ogilvy And Mather||New York, NY||May 2010 - Jul 2011||1|
|Renegade Nation||New York, NY||Mar 2009 - May 2010||1|
|Cushman And Wakefield Sonnenblick Goldman||New York, NY||Sep 2008 - Mar 2009||< 1|
|Wakefield Talabisco International||New York, NY||Jun 2008 - Sep 2008||< 1|
|The Thanc Foundation||New York, NY||Feb 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management213MILLIONS
Total Number of Accounts424ACCOUNTS
Average Account Value$501,982
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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