Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Daniel McVeigh

Exchange Capital Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Daniel McVeigh

Kevin McVeigh is an Investment Advisor Representative at Exchange Capital Management Inc. located in Ann Arbor, Michigan. Kevin has been in the industry since 1986 and has extensive experience in providing investment advice to individuals and businesses. Kevin is a Chartered Financial Analyst (CFA). Kevin is registered in Michigan as an Investment Advisor Representative. Kevin is a licensed representative of Exchange Capital Management Inc.

Firm Information

Kevin McVeigh is currently registered with Exchange Capital Management Inc.. Exchange Capital Management Inc. is an investment advisor registered with the SEC and located in Ann Arbor, MI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. Exchange Capital Management has over $744 million in regulatory assets under management.
Exchange Capital Management Inc.

110 N. MILLER AVE.

ANN ARBOR, MI 48104

$744.12M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin McVeigh’s Registration & Firm History

MI

01/13/2025 - Present

Exchange Capital Management Inc. (ANN ARBOR MI)

NA

06/24/1986 - 02/27/1988

KIDDER, PEABODY & CO. INCORPORATED

Not sure if Kevin Daniel McVeigh is right for you?

Licenses & Designations

BC

Issued 11/25/1991

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/08/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Daniel McVeigh.
Not sure if Kevin Daniel McVeigh is right for you?