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MC

Michael E. Collins

KWM PARTNERS
Richardson, TX 75080
Some features on this profile are disabled
CRD#: 2157914
MC
Michael Edward CollinsKWM PARTNERS

Professional summary

Michael Edward Collins, who also goes by Mike Collins, is a registered financial advisor currently at KWM PARTNERS LLC located in Richardson, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.

At a Glance

Always Fiduciary

Aliases

Mike Collins

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 Edward Collins'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®
None

Experience

Current

July 14, 2026 - Present

KWM PARTNERS LLC

Office #1: 2435 N. Central Expressway 12th Floor, Richardson, TX 75080
RIA
CRD#: 334428
Richardson, TX
Past

June 4, 2026 - June 4, 2026

KWM PARTNERS LLC

RIA
CRD#: 334428
CONROE, TX
Past

June 1, 2021 - May 1, 2026

TRAJAN WEALTH, L.L.C.

RIA
CRD#: 158847
FRISCO, TX
Past

July 3, 2020 - June 7, 2021

HUB INVESTMENT PARTNERS, LLC

RIA
CRD#: 307956
Addison, TX
Past

May 7, 2020 - December 8, 2020

TCG ADVISORS, LP

RIA
CRD#: 112685
AUSTIN, TX
Past

May 16, 2019 - March 11, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALLAS, TX
Past

May 16, 2019 - March 11, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
DALLAS, TX
Past

October 31, 2014 - May 29, 2019

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Dallas, TX
Past

October 23, 2014 - May 29, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Dallas, TX
Past

September 23, 2013 - October 14, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
LINCOLN, NE
Past

September 23, 2013 - October 14, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LINCOLN, NE
Past

April 2, 2012 - September 12, 2013

MORGAN STANLEY

RIA
CRD#: 149777
LINCOLN, NE
Past

March 29, 2012 - September 12, 2013

MORGAN STANLEY

BD
CRD#: 149777
LINCOLN, NE
Past

January 3, 2011 - March 30, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WEST POINT, NE
Past

January 3, 2011 - March 30, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WEST POINT, NE
Past

July 25, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
NORFOLK, NE
Past

July 22, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
NORFOLK, NE
Past

September 29, 2003 - July 14, 2008

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
LINCOLN, NE
Past

January 18, 1996 - July 14, 2008

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
LINCOLN, NE
Past

August 4, 1994 - November 16, 1995

D.E. FREY & COMPANY, INC.

BD
CRD#: 23595
DENVER, CO
Past

June 18, 1993 - August 5, 1994

R.K. STEELE

BD
CRD#: 1904
BEVERLY HILLS, CA
Past

June 5, 1992 - June 11, 1993

STRATEGIC RESOURCE MANAGEMENT, INC.

BD
CRD#: 28974
AURORA, CO
Past

September 16, 1991 - May 21, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

September 9, 1991 - September 27, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 9, 1991 - September 27, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Texas
(7/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/13/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/6/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/12/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

KP
KWM PARTNERS LLC
KWM PARTNERS LLC

CRD#: 334428 / SEC#:

Texas
Registered Investment Advisory firm - (2/20/2025 Approved)
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Contact information

Main Address
8911 North Capital Of Texas Highway Suite 4200, Austin, TX 78759
Mailing Address
Phone number
(512) 354-7599
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

KWM PARTNERS LLC

CRD#: 334428Richardson, TX 75080

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