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Michael Allen Kirkendale-haak

Facet

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About Michael Allen Kirkendale-haak

Michael Kirkendale-Haak is a financial advisor with Facet in Baltimore, MD. Michael has been in the industry since 2015. Michael earned the Series 7 and Series 66 licenses and has been a registered Investment Advisor Representative (IAR) since 2020. Michael holds a Certified Financial Planner designation and specializes in financial planning and portfolio management for individuals and families.

Firm Information

Michael Kirkendale-haak is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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.

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financial planning services

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Michael Kirkendale-haak’s Registration & Firm History

MD

03/11/2021 - Present

Facet (BALTIMORE MD)

NC

07/26/2016 - 09/16/2020

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NC

03/24/2015 - 02/10/2016

EDWARD JONES (KANNAPOLIS NC)

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Licenses & Designations

BOTH

Issued 04/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Allen Kirkendale-haak.
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