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MM

Michael K. Macke

ELEUTHERA FP
Jacksonville, FL
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CRD#: 4178383
MM

Professional summary


Michael Kelley Macke, CFP® is a registered financial advisor currently at ELEUTHERA FP, LLC located in Jacksonville, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 5 firms and has passed the Series 6 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Kelley Macke'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®
CFP®

Start date: 2005

Experience


Current

November 19, 2021 - Present

ELEUTHERA FP, LLC

RIA
CRD#: 316611
Jacksonville, FL
Past

September 5, 2017 - August 24, 2021

PETROS ADVISORY SERVICES, LLC

RIA
CRD#: 284903
JACKSONVILLE, FL
Past

April 26, 2016 - October 30, 2018

PAYNE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 147119
JACKSONVILLE, FL
Past

June 14, 2000 - July 3, 2013

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
JACKSONVILLE, FL
Past

June 13, 2000 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

June 13, 2000 - July 3, 2013

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
JACKSONVILLE, FL

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
(11/19/2021)

Exams


General Industry/Product Exam
RR
Series 6
Date: 6/12/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm


EF
ELEUTHERA FP, LLC
ELEUTHERA FP, LLC | EVENTIDE FP, LLC

CRD#: 316611 / SEC#:

Florida
Registered Investment Advisory firm - (11/19/2021 Approved)
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Contact information


Main Address
Jacksonville, FL
Mailing Address
Phone number
(904) 233-6582
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts86
AUM (Assets Under Management)$ 22,007,937

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


ELEUTHERA FP, LLC

CRD#: 316611Jacksonville, FL

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