Michael Kitces
Fondatore presso AdvicePay, Inc.
Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Alan Moore | M | - |
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.
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. | 10 anni |
| Travis Gano | M | - |
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. | 5 anni |
| Yves-Marc Courtines | M | - |
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. | 1 anni |
| Alex Sauickie | M | - |
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. | 1 anni |
| Sarah Orlando | F | - |
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. | - |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Evan Boyarsky | M | - |
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. | - |
| Dan Mento | M | - |
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. | 6 anni |
| Sauro Locatelli | M | - |
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. | 6 anni |
| William Gray | M | - |
The University of Tulsa
| 10 anni |
| Sean Dillon | M | 43 |
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. | 16 anni |
| Jesse Bomer | M | - |
The University of Tulsa
| 7 anni |
| Jonathan White | M | - |
Bates College
| 4 anni |
| Irina Matushevskaya | F | - |
The University of Tulsa
| 2 anni |
| Matt Wu | M | - |
Bates College
| 4 anni |
| Jason Ryan | M | 49 |
Bates College
| 4 anni |
| Aron Shapiro | M | 46 |
Bates College
| 4 anni |
| Martin H. Belsky | M | 79 |
The University of Tulsa
| 9 anni |
| Stuart B. Abelson | M | - |
Bates College
| 3 anni |
| Stephen Patrick Shepherd | M | - |
The University of Tulsa
| 4 anni |
| Matthew R. Dowdell | M | - |
The University of Tulsa
| 3 anni |
| Elena H. Duggar | M | - |
Bates College
| 4 anni |
| Shirl Thomas Penney | M | - |
Bates College
| 4 anni |
| Jeff Morrison | M | - |
The American College of Financial Services
| 2 anni |
| Ethan Rowe | M | - |
Bates College
| 4 anni |
| Forgan McIntosh | M | 46 |
Bates College
| 4 anni |
| Geoffrey Eisenberg | M | - |
Bates College
| 4 anni |
| Matthew Salem | M | 50 |
Bates College
| 4 anni |
| Eric Darbe | M | - |
Bates College
| 4 anni |
| Sarah Bowen | F | - |
Bates College
| 4 anni |
| Jose Arevalo | M | - |
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. | - |
| Ross Causley | M | - |
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. | 4 anni |
| Joe Zimmermann | M | - |
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. | - |
| Kasia Kulbacka | F | - |
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. | 2 anni |
| Kristian Bodek | M | - |
Bates College
| 4 anni |
| Noah J Sabich | M | - |
Bates College
| 4 anni |
| Holly Klose | F | - |
Bates College
| 4 anni |
| Jay Tankersley | M | - |
Bates College
| 5 anni |
| Chad Andrew LaFauci | M | - |
Bates College
| 4 anni |
| Matthew Chapin | M | - |
Bates College
| 4 anni |
| John Harrison | M | - |
The American College of Financial Services
| 3 anni |
| Greg Sorce | M | - |
The American College of Financial Services
| 4 anni |
| Larrissa Regnault | F | - |
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. | - |
| Michael E. Wiley | M | 73 |
The University of Tulsa
| 6 anni |
| Corey Redington | M | - |
The University of Tulsa
| 2 anni |
| Dave Brenia | M | - |
The University of Tulsa
| 2 anni |
| Frank P. Lombardi | M | - |
Bates College
| 4 anni |
| N. John Douglas | M | 86 |
Bates College
| 5 anni |
| Thomas Wesley Verdel | M | - |
The University of Tulsa
| 1 anni |
| Mark Lear | M | - |
Bates College
| 4 anni |
| Erik Zwick | M | - |
Bates College
| 4 anni |
| Marshall Brewing | M | - |
The University of Tulsa
| 4 anni |
| Matthew Moulis | M | - |
Bates College
| 4 anni |
| Jeff Barricelli | M | 49 |
Bates College
| 4 anni |
| Alex Schneider | M | - |
The University of Tulsa
| 2 anni |
| Robert A. Kirkpatrick | M | - |
The University of Tulsa
| 2 anni |
| Paul David Schroetter | M | - |
Bates College
| 4 anni |
| Gavin W. Manes | M | - |
The University of Tulsa
| 3 anni |
| Lance Watson | M | - |
The University of Tulsa
| 1 anni |
| John Bai | M | 58 |
The University of Tulsa
| 1 anni |
| Katherine Tracey Michaels-Johnson | F | - |
The University of Tulsa
| 4 anni |
| Nassime C. Ruch-Kamgar | F | - |
Bates College
| 4 anni |
| Adam Peck | M | - |
Bates College
| 4 anni |
| Kevin Boylan | M | - |
Bates College
| 4 anni |
| Lindsey Hanson | F | - |
Bates College
| 4 anni |
| Gordon W. Malin | M | - |
Bates College
| 4 anni |
| Shawn P. O'Leary | M | - |
Bates College
| 4 anni |
| Kathleen Burke | F | 43 |
Bates College
| 4 anni |
| Illa Amerson | M | - |
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. | - |
| Ashley Daniels Schall | F | - |
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. | 1 anni |
| Marilyn Witt | F | - |
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. | - |
| Kristin L. Walters | F | - |
The University of Tulsa
| 2 anni |
| Chris Noel | M | - |
The University of Tulsa
| 4 anni |
| Joseph Gregory Dawson | M | - |
Bates College
| 4 anni |
| John Christensen | M | - |
The University of Tulsa
| 1 anni |
| David Blanchett | M | - |
The American College of Financial Services
| 2 anni |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 75 | 100.00% |
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Provenienza delle relazioni
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