MK
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Michael Kritikos

26 Years of Experience
Lincoln, NE
Broker

Michael Kritikos is a registered investment advisor at Raymond James & Associates, INC., based in Lincoln, NE, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2930 Ridge Line Road, Suite 111, Lincoln, NE, 68516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2013 - October 2021 · 8 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2013 - October 2021 · 8 yrs 1 mo
Edward Jones
April 2009 - September 2013 · 4 yrs 5 mos
Edward JonesBroker
March 2009 - September 2013 · 4 yrs 6 mos
Wachovia Securities, LLCBroker
January 2008 - March 2009 · 1 yr 2 mos
Wachovia Securities, LLC
January 2008 - March 2009 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.
April 2004 - January 2008 · 3 yrs 9 mos
Morgan Stanley
January 2001 - April 2004 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 2000 - April 2004 · 3 yrs 8 mos
AmeritradeBroker
July 1999 - July 2000 · 1 yr
State Registrations29 states
AZCACOCTDCFLIAILKSMDMEMIMNMOMSMTNCNENJNVORPARISDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.