Michael Kitces
Fondatore presso AdvicePay, Inc.
Profilo
Mr. Michael E.
Kitces is an Owner at AdvicePay, Inc. He is on the Board of Directors at XY Planning Network LLC.
Mr. Kitces was previously employed as a Director of Wealth Management & Partner by Pinnacle Advisory Group, Inc. He received his undergraduate degree from Bates College, a graduate degree from The University of Tulsa and a graduate degree from The American College of Financial Services.
Posizioni attive di Michael Kitces
| Società | Posizione | Inizio |
|---|---|---|
AdvicePay, Inc.
 AdvicePay, Inc. Information Technology ServicesTechnology Services AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT. | Fondatore | 01/01/2016 |
XY Planning Network LLC
 XY Planning Network LLC Packaged SoftwareTechnology Services XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT. | Fondatore | 01/01/2014 |
Precedenti posizioni note di Michael Kitces
| Società | Posizione | Fine |
|---|---|---|
Waypoint Consulting, Inc. (US)
 Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Direttore della Ricerca - Azioni | 01/05/2020 |
Formazione di Michael Kitces
| Bates College | Undergraduate Degree |
| The University of Tulsa | Graduate Degree |
| The American College of Financial Services | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Finance |
XY Planning Network LLC
XY Planning Network LLC Packaged SoftwareTechnology Services XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT. | Technology Services |
AdvicePay, Inc.
AdvicePay, Inc. Information Technology ServicesTechnology Services AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT. | Technology Services |
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