MK
Michael A. Kirschman
FREEGULLIVER
New Orleans, LA 70115
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CRD#: 6184634
MK
Professional summary
Michael Allen Kirschman is a registered financial advisor currently at FREEGULLIVER, LLC located in New Orleans, Louisiana.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 1 firm and has passed the Series 65 exam.
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.
As a partner of FreeGulliver, Mr. Kirschman is associated and affiliated with various investment related entities and funds which FreeGulliver directly or indirectly manages, advises, or promotes. The existence of these associates and affiliations represent a conflict of interest. The details of these funds are fully disclosed in Kirschman's current ADV Part 2B Brochure Supplement and in each funds' offering documents which are provided to prospective investors. 1)Independent Insurance Agent; Investment Related; 5500 Laurel Street ., New Orleans, LA 70115; Insurance Sales; Agent; Since 2011; 0 hrs/mth, 0 during trading hrs; 2) Kirschman Enterprises LLC; Investment Related; 2621 Cleveland Ave, New Orleans, LA 70119; Real Estate; Member; Since 2016; 1 hr/mth, 0 during trading hrs; No daily duties; 3) MMAA, LLC; dba Plan Notice; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Family Partnership; Manager; Since 2013; 5 hrs, 3 during trading hrs; Oversee the business; 4) Healthcare & Retirement Solutions, LLC; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Consulting Firm; Manager; Since 2019; 0 hrs/mth; 0 during trading hrs; Oversee the business;5) M&A Loans LLC; dba Plan Notice; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Private Equity Investment; Manager; Since 2012; 5 hrs/mth; 3 hrs during trading; Oversee the business; 6) M&A Watercolor, LLC; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Real Estate; Co-Manager; Since 2017; 1 hr/mth; 0 hrs during trading; Oversee the business 7) S and K Tax Sales LLC; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Invests in tax sales; Co-Manager; Since 2015; 1 hr/mth; 0 hrs during trading, Oversee the business; 8) Squeeze Me Once, LLC; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Family partnership with interest in private equity;Manager; Since 2019; 5 hrs/mth, 3 hrs during trading; Oversee the business; 9) Freret Nola, LLC, Investment Related; 2621Cleveland Ave., New Orleans, LA 70119; Real Estate; Member; Since 2019; 1 hrs/mth, 0 during trading hours; No duties; 10) EAH Assets, LLC; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Real estate interests; Manager; Since 2012; 1 hr/mth, 0 during trading hrs; Oversee the business 11) Plan Notice LLC DBA Plan Notice; Not Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Service provider for 401K industry; Co-Owner; Since 2021; 80 hrs/mth, 60 hrs during trading hrs; Executive duties; 12) Ever IRA LLC; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Service Company; Manager; Since 2022; 1 hr/mth, 0 during trading hours; Oversee the business 13) A and M Orleans Properties LLC; Real Estate Related; 5558 Jacquelyn Court, New Orleans, LA 70124; Real estate development; 1 hr/mth, 0 during trading hours; Co-Owner; Since 2022: Oversee the business 14)EAH Real Estate LLC; Investment Related; 5558 Jacquelyn Court, New Orleans, LA 70124; 1 hr/mth, 0 during trading hours; Manager ; Since 2025: Oversee the business 15) Morris Kirschman and Co LLC; Investment Related: 3620 Cleveland Ave, New Orleans; 1 hr/mth, 0 during trading hours; Member ; Since 2022; Passive investor.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Allen Kirschman'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®
NoneExperience
Current
April 18, 2013 - Present
FREEGULLIVER, LLC
Office #1: 5500 Laurel Street, New Orleans, LA 70115RIA
CRD#: 117040
New Orleans, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FL
FREEGULLIVER, LLC
FREE GULLIVER, LLC | FREEGULLIVER, LLC | FREEGULLIVER, L.L.C. | FREEGULLIVER
CRD#: 117040 / SEC#: 801-65870
RIA
Registered Investment Advisory firm - (1/30/2006 Approved)Louisiana
Registered Investment Advisory firm - (10/27/2006 Terminated)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(12/18/2017)
IAR
Louisiana(4/18/2013)
IAR
Texas(11/14/2018)
Current Firm
FL
FREEGULLIVER, LLC
FREE GULLIVER, LLC | FREEGULLIVER, LLC | FREEGULLIVER, L.L.C. | FREEGULLIVER
CRD#: 117040 / SEC#: 801-65870
RIA
Registered Investment Advisory firm - (1/30/2006 Approved)Louisiana
Registered Investment Advisory firm - (10/27/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5500 Laurel Street, New Orleans, LA 70115
Mailing Address
Phone number
(504) 899-0300
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 767 |
| AUM (Assets Under Management) | $ 798,146,866 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/04/2025 | ||
| 09/19/2025 | ||
| 02/04/2025 | ||
| 01/16/2024 | ||
| 12/08/2022 |
Red Flags
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Company Information
FREEGULLIVER, LLC
CRD#: 117040New Orleans, LA 70115TRUST BUT VERIFY
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