Michael Lynch Kimbell

Current Employers

Employment History

• 09/1998 → Present
  Curtis & Assoc
  Overland Park, KS
• 09/1998 → Present
  Partners Securities, Inc.
  Austin, TX
• 08/2015 → 11/2025
  Lion Street Financial
  Prairie Village, KS
• 08/2015 → 11/2025
  Lion Street Advisors
  Prairie Village, KS
• 11/2025 → Present
  Integrity Alliance, Llc.
  Mission, KS
• 11/2025 → Present
  Integrity Alliance, Llc.
  Mission, KS

Previous Registrations

• 2016-03-21 → 2025-11-03
  Lion Street Advisors, Llc
  Mission, KS
  Austin, TX
• 2015-07-17 → 2015-08-19
  Wfg Advisors, Lp
  Prairie Village, KS
• 2013-01-11 → 2015-07-17
  Wfg Advisors, Lp
  Prairie Village, KS

Other Businesses

1.CRE, LLC POSITION: Owner NATURE: CRE, LLC was created to purchase an office building for Curtis & Associates, Inc. and Curtis & Associates Property & Casualty to work out of. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2018 ADDRESS: 5925 Nall Ave, Mission KS 66202, United States DESCRIPTION: Property Management 2.CURTIS & ASSOCIATES PROPERTY & CASUALTY POSITION: Owner NATURE: Sales and client account management for personal and commercial property & casualty insurance, work comp insurance, cyber policies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2017 ADDRESS: 5925 Nall Ave, Mission KS 66202, United States DESCRIPTION: oversee financials, refer clients 3.CURTIS & ASSOCIATES INC POSITION: Owner NATURE: sales and maintaining client relationships for the following benefits: Corporate benefits Disability insurance Term Life Insurance Permanent Life insurance LTC Corporate Retirement Accounts Investment Accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2012 ADDRESS: 5925 Nall Avenue, Mission KS 66202, United States DESCRIPTION: investment advisory 4.EXTENDED FAMILY POSITION: Trustee NATURE: Sharon Lynch Kimbell BLF trust Kimbell GST Trust Sharon Lynch Kimbell family trust Stephen Dodig Trust INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/22/1973 ADDRESS: 6800 tomahawk, Mission Hills KS 66208, United States DESCRIPTION: Manage the accounts 5.TAKO TAKO POSITION: Investor NATURE: Taco shop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 8025 state line, Kansas City MO 64114, United States DESCRIPTION: Keep the books 6.SAINT GEORGE SERBIAN ORTHODOX CHURCH POSITION: board member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2006 ADDRESS: 11001 greenwood, lenexa KS 66215, United States DESCRIPTION: board member 7.KIMBELL INVESTMENTS LLC. POSITION: Investor NATURE: Property investments INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/02/1991 ADDRESS: 6800 Tomahawk Road, Mission Hills KS 66208, United States DESCRIPTION: file the tax statements with the accountant. Review and execute lease agreements

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-09
• S63 Uniform Securities Agent State Law Examination
  1994-06-29

Other Names

• Mike Kimbell