MK
CFP
MK
CFP

Michael Kickham

42 Years of Experience
Ellisville, MO
1 DisclosureBrokerSells Insurance

Michael Kickham is a CFP-designated registered investment advisor at Porter Kickham, based in Ellisville, MO, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $44M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
118 clients
Average Client Portfolio
$369K average
Assets Under Management
$43.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

Fees are negotiable. There is also a $40 annual fee for each account valued at less than $250,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

16024 Manchester Rd, Ste 200, Ellisville, MO, 63011

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Settled
Other Business ActivitiesSells Insurance

Michael is a registered representative of a broker-dealer, LPL Financial, since 2019, spending about half of his time on sales commissionable investment products. He also sells non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Porter Kickham
June 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
The Retirement Group, LLC
January 2017 - June 2019 · 2 yrs 5 mos
The Retirement Group, LLC
January 2017 - December 2017 · 11 mos
Fsc Securities Corporation
July 2012 - March 2019 · 6 yrs 8 mos
Fsc Securities CorporationBroker
July 2012 - June 2019 · 6 yrs 11 mos
Cornerstone Securities LLC
June 2012 - July 2012 · 1 mo
Brookstone Securities, INC.Broker
July 2007 - June 2012 · 4 yrs 11 mos
Brookstone Investment Advisory Services
July 2007 - June 2012 · 4 yrs 11 mos
Securities America Advisors, INC.
December 2000 - July 2007 · 6 yrs 7 mos
Securities America, INC.Broker
December 1996 - July 2007 · 10 yrs 7 mos
MML Investors Services, INC.Broker
April 1995 - December 1996 · 1 yr 8 mos
Titan/value Equities Group, INC.Broker
April 1993 - April 1995 · 2 yrs
Lincoln Financial Advisors CorporationBroker
October 1989 - April 1993 · 3 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
October 1989 - April 1993 · 3 yrs 6 mos
H. C. Copeland and Associates Equities, INC.Broker
February 1989 - September 1989 · 7 mos
American Capital Equities, INC.Broker
May 1983 - February 1989 · 5 yrs 9 mos
State Registrations8 states
CTILINMNMOOHSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.