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Mykel Ajani Barnes

SPC

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About Mykel Ajani Barnes

Mykel Ajani Barnes is an Investment Advisor Representative associated with SPC. Mykel has been in the industry since November 1997. Mykel is licensed in the state of Michigan and is also registered in Texas as a resident investment advisor representative. Mykel is also registered with FINRA as a General Securities Representative and has a SIE designation. Mykel has previously been employed with Fifth Third Securities, Inc. and Ameriprise Financial Services, Inc. Mykel has a diverse background and also works as an Independent Insurance Agent for various insurance companies and assists their spouse with a small business. Mykel also holds a position as a pastor at the Christian Life Center/Stones Church, and is a trustee of a family member's trust. Mykel's primary focus is on providing financial planning, portfolio management and other consultation services to high net worth individuals, corporations and other businesses, pension and profit-sharing plans, as well as charitable organizations.

Firm Information

Mykel Barnes is currently registered with SPC. SPC is an investment advisory firm based in ANN ARBOR, MI, with 454 licensed agents and 470 investment advisor representatives. They manage approximately $5.56 billion in regulatory assets under management. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Their client base consists primarily of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They also offer a wrap fee program.
SPC

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

$5.56B

Assets Under Management

3,486

Total Clients

480

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation services

Consultation services

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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percentage of assets

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

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other

Seminar attendance fees

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Mykel Barnes’s Registration & Firm History

MI

05/15/2023 - Present

SPC (ANN ARBOR MI)

MI

10/21/2005 - 11/06/2009

FIFTH THIRD SECURITIES, INC. (COMSTOCK PARK MI)

MN

10/13/1997 - 10/25/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/06/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Mykel Ajani Barnes. Review regulatory record here.
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