Michael Kenneth Haines

Employer firm

Essential Investment Partners, LLC CRD 149509

$223M regulatory AUM 79 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1999 → Present
  Christom, Llc
  Denver, CO
• 06/2014 → Present
  Maurer & Associates Capital Management
  Denver, CO
• 01/2019 → Present
  Essential Investment Partners, Llc
  Denver, CO

Previous Registrations

• 2013-03-12 → 2019-01-25
  Maurer & Associates Capital Management, Inc.
  Denver, CO
• 2003-12-04 → 2013-03-06
  Jdh Capital Management Llc
  Denver, CO
• 2003-12-04 → 2012-12-31
  Jdh Capital Management Llc
  Denver, CO

Other Businesses

CHRISTOM LLC PROPERTY RENTAL

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-19