MK
Mickey Kim
KIRR, MARBACH & COMPANY
COLUMBUS, IN 47202-1729
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CRD#: 1162054
MK
Professional summary
Mickey Kim is a registered financial advisor currently at KIRR, MARBACH & COMPANY, LLC located in Columbus, Indiana.
Mickey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mickey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CrossAmerica Partners, LP; not investment related; Allentown, PA; leading wholesale distributor of moto fuels, convenience store operator and owner and lessee of real estate used in the retail distribution of motor fuels; member of the Board of Directors, Chairman of the Conflicts Committee and member of the Audit Committee; start date of June 2017; I spend 2 hours/week on CrossAmerica Partners, LP business.
CRS (Client Relationship Summary) - RIA
Click below to view Mickey Kim's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 30, 1999 - Present
KIRR, MARBACH & COMPANY, LLC
Office #1: 621 Washington Street, Columbus, IN 47202-1729RIA
CRD#: 104634
COLUMBUS, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KM
KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC
CRD#: 104634 / SEC#: 801-10809
RIA
Registered Investment Advisory firm - (6/2/1975 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(6/30/1999)
Exams
Current Firm
KM
KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC
CRD#: 104634 / SEC#: 801-10809
RIA
Registered Investment Advisory firm - (6/2/1975 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
621 Washington Street, Columbus, IN 47201-6231
Mailing Address
621 Washington Street, Columbus, IN 47201-6231
Phone number
(812) 376-9444
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 259 |
| AUM (Assets Under Management) | $ 513,386,257 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
