MK
CFP
MK
CFP

Michael Kanik

22 Years of Experience
Lees Summit, MO
BrokerSells Insurance

Michael Kanik is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lees Summit, MO, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1320 NE Windsor Dr, Lees Summit, MO, 64086

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Michael owns and operates KF Professional Properties, a small office space rental business, since 2012. He also owns Kanik Financial, providing financial services, tax preparation, and notary services, and Rayhons Financial, another financial services business, dedicating full-time hours to these activities. Michael is also an independent insurance agent selling fixed insurance products, dedicating full-time hours to this as well.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2006 - June 2021 · 14 yrs 11 mos
Voya Financial Advisors, INC.Broker
March 2004 - June 2021 · 17 yrs 3 mos
State Registrations9 states
AZCOFLIAILKSMIMOUT
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.
Michael Kanik - Financial Advisor | TrueAdvisor