MK
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Michael Kroenke
44 Years of Experience
Overland Park, KS
1 DisclosureBroker
Michael Kroenke is a registered investment advisor at Wells Fargo Advisors, based in Overland Park, KS, with 44 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
7400 W 130th St Stes 200 & 400, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2002Settled
Employment History
Current Registrations
Wells Fargo Advisors
April 2010 - Present · 16 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2010 - Present · 16 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. Incorporated
May 2005 - May 2010 · 5 yrs
Robert W. Baird & CO. IncorporatedBroker
April 2002 - May 2010 · 8 yrs 1 mo
Kirkpatrick, Pettis, Smith, Polian INC.Broker
October 1997 - May 2002 · 4 yrs 7 mos
Dain Bosworth IncorporatedBroker
September 1994 - November 1997 · 3 yrs 2 mos
Rodman & Renshaw INC.Broker
November 1992 - October 1994 · 1 yr 11 mos
Everen Securities, INC.Broker
September 1990 - December 1992 · 2 yrs 3 mos
Boettcher & Company, INC.Broker
July 1989 - September 1990 · 1 yr 2 mos
Shearson Lehman Hutton INC.Broker
April 1988 - July 1989 · 1 yr 3 mos
E. F. Hutton & Company INCBroker
March 1984 - April 1988 · 4 yrs 1 mo
Kidder, Peabody & CO. IncorporatedBroker
June 1981 - March 1984 · 2 yrs 9 mos
State Registrations8 states
ARAZCOFLKSMIMOTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.