Best Investors Account Sign in
Inactive

Michael Purcell

Kiplinger Wealth Advisors

Springboro, OH

CRD 7972765

Claim This Profile
Employer firm

Kiplinger Wealth Advisors CRD 116726

$262M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Kiplinger Wealth Advisors

24 Remick Blvd, Springboro, OH 45066-9557 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-20
  • OH RA
    APPROVED
    Since 2024-08-20

Branch Locations

24 Remick Blvd, Springboro, OH 45066-9557 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kiplinger Wealth Advisors Springboro OH 08/2024 Present
Maryland University College Park MD 05/2023 01/2024
Elon University Elon NC 06/2017 12/2022
Duke University Durham NC 01/2023 05/2023
Self Employed Pittsburgh PA 01/2024 05/2024
Centerville High School Centerville OH 05/2014 05/2017
  • 08/2024 → Present
    Kiplinger Wealth Advisors
    Springboro, OH
  • 05/2023 → 01/2024
    Maryland University
    College Park, MD
  • 06/2017 → 12/2022
    Elon University
    Elon, NC
  • 01/2023 → 05/2023
    Duke University
    Durham, NC
  • 01/2024 → 05/2024
    Self Employed
    Pittsburgh, PA
  • 05/2014 → 05/2017
    Centerville High School
    Centerville, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-12
  • S65 Uniform Investment Adviser Law Examination
    2024-08-12

View on SEC IAPD

Nearby Firms

FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

KATHY KIRKMAN SPERRY
HOLLY REED BANFORD
Alyshia Webb

Nearby Offices

FIFTH THIRD SECURITIES, INC. · SPRINGBORO, OH
LPL FINANCIAL LLC · SPRINGBORO, OH
EDWARD JONES · SPRINGBORO, OH

More in Springboro, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor