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Michael Edward Collins

KWM PARTNERS
Richardson, TX
·CRD# 2157914·35 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Collins

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

35 years in the financial services industry

Current & Past Employments

Current

KWM PARTNERS LLCCurrent·CRD# 334428
RIA
2435 N. Central Expressway 12th Floor, Richardson, TX 75080
July 14, 2026 - Present

Past

KWM PARTNERS LLCPast·CRD# 334428
RIA
Conroe, TX
June 4, 2026 - June 4, 2026
TRAJAN WEALTH, L.L.C.Past·CRD# 158847
RIA
Frisco, TX
June 1, 2021 - May 1, 2026
HUB INVESTMENT PARTNERS, LLCPast·CRD# 307956
RIA
Addison, TX
July 3, 2020 - June 7, 2021
TCG ADVISORS, LPPast·CRD# 112685
RIA
Austin, TX
May 7, 2020 - December 8, 2020
LPL FINANCIAL LLCPast·CRD# 6413
RIA
Dallas, TX
May 16, 2019 - March 11, 2020
LPL FINANCIAL LLCPast·CRD# 6413
BD
Dallas, TX
May 16, 2019 - March 11, 2020
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
RIA
Dallas, TX
October 31, 2014 - May 29, 2019
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
BD
Dallas, TX
October 23, 2014 - May 29, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPast·CRD# 20472
RIA
Lincoln, NE
September 23, 2013 - October 14, 2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPast·CRD# 20472
BD
Lincoln, NE
September 23, 2013 - October 14, 2014
MORGAN STANLEYPast·CRD# 149777
RIA
Lincoln, NE
April 2, 2012 - September 12, 2013
MORGAN STANLEYPast·CRD# 149777
BD
Lincoln, NE
March 29, 2012 - September 12, 2013
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
RIA
West Point, NE
January 3, 2011 - March 30, 2012
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
West Point, NE
January 3, 2011 - March 30, 2012
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
RIA
Norfolk, NE
July 25, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
BD
Norfolk, NE
July 22, 2008 - January 3, 2011
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
RIA
Lincoln, NE
September 29, 2003 - July 14, 2008
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
BD
Lincoln, NE
January 18, 1996 - July 14, 2008
D.E. FREY & COMPANY, INC.Past·CRD# 23595
BD
Denver, CO
August 4, 1994 - November 16, 1995
R.K. STEELEPast·CRD# 1904
BD
Beverly Hills, CA
June 18, 1993 - August 5, 1994
STRATEGIC RESOURCE MANAGEMENT, INC.Past·CRD# 28974
BD
Aurora, CO
June 5, 1992 - June 11, 1993
H.J. MEYERS & CO., INC.Past·CRD# 15609
BD
Rochester, NY
September 16, 1991 - May 21, 1992
IDS LIFE INSURANCE COMPANYPast·CRD# 6321
BD
Minneapolis, MN
September 9, 1991 - September 27, 1991
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Minneapolis, MN
September 9, 1991 - September 27, 1991

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Current Firm

KP
KWM PARTNERS LLC

KWM PARTNERS LLC

CRD#: 334428
Texas
Registered Investment Advisory firm - Texas (2/20/2025 Approved)

Contact Information

Main Address

96 Beach Walk Blvd Suite 1243, Conroe, TX 77304

Phone Number

(512) 354-7599

# of Employees

2

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

INSURANCE SALES; INVESTMENT-RELATED; TEXAS; INSURANCE AGENT; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

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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.
IAR
Texas
(7/14/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1991About the Series 7 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Mar 1997

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Collins's CRS (Customer Relationship Summary).

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