Michael J. Kreft

PALMETTO COAST ADVISORS

Mt. Pleasant, SC 29464

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CRD#: 5184803

Professional summary

Michael John Kreft, ChFC®, who also goes by Mike John Kreft, Mike Kreft, is a registered financial advisor currently at PALMETTO COAST ADVISORS, INC. located in Mt. Pleasant, South Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike John Kreft | Mike Kreft

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.

KREFT FINANCIAL, INC. POSITION: PRODUCER NATURE: INSURANCE PLANNING & SALES, INVESTMENT RELATED: YES, NUMBER OF HOURS: 20 PER MONTH OR LESS DURING TRADING HOURS, INVESTMENT RELATED START DATE: 01/24/2014, ADDRESS: 925-B WAPPOO ROAD, PO BOX 31058, CHARLESTON SC 29407, DESCRIPTION: INSURANCE PLANNING, INSURANCE PRODUCER: CONSULTATION AND SALES OF LIFE, LONG-TERM CARE, DISABILITY AND HEALTH INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Kreft'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

September 9, 2015 - Present

PALMETTO COAST ADVISORS, INC.

Office #1: 210 Wingo Way Suite 400, Mt. Pleasant, SC 29464

RIA

CRD#: 270012

Mt. Pleasant, SC

Past

January 25, 2011 - September 23, 2015

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

CHARLESTON, SC

Past

January 18, 2011 - September 23, 2015

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

CHARLESTON, SC

Past

September 4, 2009 - January 20, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CHARLESTON, SC

Past

September 4, 2009 - January 20, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CHARLESTON, SC

Past

February 9, 2009 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA

CRD#: 3600

CHARLESTON, SC

Past

September 18, 2008 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

CHARLESTON, SC

Past

January 18, 2008 - September 10, 2008

CETERA ADVISORS LLC

RIA

CRD#: 10299

MT. PLEASANT, SC

Past

July 18, 2007 - September 10, 2008

CETERA ADVISORS LLC

CRD#: 10299

MT. PLEASANT, SC

Past

July 14, 2006 - July 18, 2007

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

MT. PLEASANT, SC

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

South Carolina
(9/9/2015)

IAR

Texas
(11/16/2020)

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

IAR

Series 65

Date: 12/10/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/23/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/13/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PALMETTO COAST ADVISORS, INC.

PALMETTO COAST ADVISORS, INC. | PALMETTO COAST WEALTH MANAGEMENT

CRD#: 270012 / SEC#:

South Carolina

Registered Investment Advisory firm - (9/2/2015 Approved)

Texas

Registered Investment Advisory firm - (11/16/2020 Conditional Restricted)

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Contact information

Main Address

210 Wingo Way Suite 400, Mt. Pleasant, SC 29464

Mailing Address

Phone number

(843) 647-7270

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 53,736,060

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.

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Advisor Monitoring

Firm Stability Insights

Michael J. Kreft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

LEGACY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2007

Series 63

Date: 7/19/2006

SIE

Date: 9/23/2015

Series 7

Date: 11/4/2008

Series 6

Date: 7/13/2006

Current Firm

PALMETTO COAST ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PALMETTO COAST ADVISORS, INC.

TRUST BUT VERIFY

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