MK
ChFC
MK
ChFC
Michael Kipniss is a ChFC-designated registered investment advisor, based in Austin, TX, with 40 years of industry experience.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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Regulatory History (1)
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Judgment / Lien
March 1992Other Business ActivitiesSells Insurance
Michael is an agent for life and health insurance since 2005, dedicating minimal time to this activity. He also engages in public speaking and is a representative/agent for Piedmont Brokerage, LLC, selling life, disability, long-term care, and fixed annuities, spending a few hours per week on each.
Employment History
Current Registrations
Oakwood Capital Securities, INC.
January 2026 - Present · 4 mos
Oakwood Capital Securities, INC.Broker
January 2026 - Present · 4 mos
49 Financial
January 2026 - Present · 4 mos
Previous Registrations
MML Investors Services, LLC
March 2016 - January 2026 · 9 yrs 10 mos
MML Investors Services, LLCBroker
September 2011 - January 2026 · 14 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
June 1993 - August 2011 · 18 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
June 1993 - January 2002 · 8 yrs 7 mos
G. R. Phelps & CO., INC.Broker
April 1991 - December 1992 · 1 yr 8 mos
Robert W. Baird & CO. IncorporatedBroker
March 1985 - July 1990 · 5 yrs 4 mos
Nml Equity Services, INC.Broker
March 1984 - July 1990 · 6 yrs 4 mos
State Registrations1 state
GA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.