Michael Kitch (CRD# 3003913) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Greeley, CO and has over 26 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Institutions, Inc. | Meriden, CT | Nov 2023 - Current | < 1 |
Bellco Credit Union | Parker, CO | Aug 2017 - Current | 6 |
Cuso Financial Services, LP | San Diego, CA | Jul 2002 - Nov 2023 | 21 |
Public Service Credit Union | Denver, CO | Jul 2002 - Aug 2017 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1998 |
S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- CO
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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