Michael Kirk Wimberley

Employer firm

Lummis Asset Management, L.p. CRD 114357

$210M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 03/2005 → 12/2018
  Green Investment Management
  Fort Worth, TX
• 02/2019 → 07/2019
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2019 → Present
  Lummis Asset Management, Lp
  Fort Worth, TX

Previous Registrations

• 2019-04-01 → 2019-08-01
  Charles Schwab & Co., Inc.
  Westlake, TX
• 2017-01-11 → 2018-12-07
  Green Investment Management, Inc.
  Fort Worth, TX
• 2005-07-27 → 2016-12-31
  Green Investment Management, Inc.
  Fort Worth, TX

Other Businesses

Michael Kirk Wimberley is the COO at Lone Oak Trust Company; Is the business investment related: Yes; Location of the business: 301 Commerce Street, Suite 1380 Fort Worth TX 76102; Description of the business: It is a trust company; Responsibilities Duties: Oversee operations department; Start date with business: 2023-01-03; Hours per month devoted to business during trading hours: 65; Hours per month devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 50.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-29
• S65 Uniform Investment Adviser Law Examination
  2005-06-23