Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kimbell is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Lion Street Advisors, LLC in both Kansas and Missouri. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Michael has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
03/21/2016 - Present
Lion Street Advisors, LLC (Mission KS)
KS
07/17/2015 - 08/19/2015
WFG INVESTMENTS, INC. (PRAIRIE VILLAGE KS)
KS
09/17/2012 - 07/17/2015
WFG INVESTMENTS, INC. (PRAIRIE VILLAGE KS)
KS
09/29/1998 - 10/02/2012
NFP SECURITIES, INC. (PRAIRIE VILLAGE KS)
FL
06/17/1994 - 10/02/1998
INVESTACORP, INC. (MIAMI FL)
NA
10/01/1986 - 10/23/1987
FIRST INVESTORS CORPORATION
IA
Issued 01/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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