Michael John Hull
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Retirement Planning
Other Aliases
Mike Hull
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
HULL WEALTH MANAGEMENT | INVESTMENT AND RETIREMENT ADVISORS | INVESTMENT & RETIREMENT ADVISORS, LLC | INVESTMENT & RETIREMENT ADVISORS
Contact Information
Main Address
215a Castlewood Drive, Murfreesboro, TN 37129Mailing Address
Po Box 12122, Murfreesboro, TN 37129Phone Number
(615) 896-1181# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
584AUM (Assets Under Management)
$138,633,720Similar Advisors
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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.
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MORGAN STANLEY
Primary Firm SEC Registration
HULL WEALTH MANAGEMENT | INVESTMENT AND RETIREMENT ADVISORS | INVESTMENT & RETIREMENT ADVISORS, LLC | INVESTMENT & RETIREMENT ADVISORS
State Registrations and Notice Filings
(5/6/2016)
(8/18/2004)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael John Hull's CRS (Customer Relationship Summary).
Services Offered by Michael
- Investment Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Retirement Planning
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MORGAN STANLEY
