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Michael Purcell

Kiplinger Wealth Advisors

Springboro, OH

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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

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Other Offices

FIFTH THIRD SECURITIES, INC. · SPRINGBORO, OH
LPL FINANCIAL LLC · SPRINGBORO, OH
EDWARD JONES · SPRINGBORO, OH
FINANCIAL COUNSELING, INC. · SPRINGBORO, OH
EDWARD JONES · SPRINGBORO, OH
KIPLINGER WEALTH ADVISORS · SPRINGBORO, OH
AXIM PLANNING & WEALTH · SPRINGBORO, OH
MT. RAINIER GROUP, LLC · MIAMISBURG, OH

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