Michael J. Hull

HULL WEALTH MANAGEMENT

Murfreesboro, TN 37129

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CRD#: 1439677

Professional summary

Michael John Hull, CFP®, who also goes by Mike Hull, is a registered financial advisor currently at HULL WEALTH MANAGEMENT located in Murfreesboro, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Income Management

Comprehensive Financial Planni...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Mike Hull

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Hull's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

August 18, 2004 - Present

HULL WEALTH MANAGEMENT

Office #1: 215a Castlewood Drive, Murfreesboro, TN 37129

RIA

CRD#: 131741

Murfreesboro, TN

Past

January 22, 2004 - October 28, 2004

SSN ADVISORY, INC.

RIA

CRD#: 126090

MURFREESBORO, TN

Past

May 2, 1997 - December 31, 2017

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

MURFREESBORO, TN

Past

November 24, 1989 - December 8, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 19, 1989 - May 2, 1997

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 8, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

January 23, 1986 - January 1, 1987

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

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".

HULL WEALTH MANAGEMENT

HULL WEALTH MANAGEMENT | INVESTMENT AND RETIREMENT ADVISORS | INVESTMENT & RETIREMENT ADVISORS, LLC | INVESTMENT & RETIREMENT ADVISORS

CRD#: 131741 / SEC#: 801-130723

RIA

Registered Investment Advisory firm - (7/23/2024 Approved)

Florida

Registered Investment Advisory firm - (8/1/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (8/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(5/6/2016)

IAR

Tennessee
(8/18/2004)

IAR

Texas
(3/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/27/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/8/1989

General Securities Principal Examination

Current Firm

HULL WEALTH MANAGEMENT

HULL WEALTH MANAGEMENT | INVESTMENT AND RETIREMENT ADVISORS | INVESTMENT & RETIREMENT ADVISORS, LLC | INVESTMENT & RETIREMENT ADVISORS

CRD#: 131741 / SEC#: 801-130723

RIA

Registered Investment Advisory firm - (7/23/2024 Approved)

Florida

Registered Investment Advisory firm - (8/1/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (8/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2024 Terminated)

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Contact information

Main Address

215a Castlewood Drive, Murfreesboro, TN 37129

Mailing Address

Po Box 12122, Murfreesboro, TN 37129

Phone number

(615) 896-1181

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTMENT & RETIREMENT ADVISORS DISCLOSURE BROCHURE (2/17/2025)

Regulatory assets under management

Total Number of Accounts	600
AUM (Assets Under Management)	$ 117,547,615

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Michael J. Hull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Hull's CRS (Customer Relationship Summary).

Certified licenses

Experience

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

INTEGRATED RESOURCES EQUITY CORPORATION

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HULL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/27/1986

SIE

Date: 12/31/2017

Series 7

Date: 1/18/1986

Series 24

Date: 2/8/1989

Current Firm

HULL WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HULL WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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