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KM

Kevin L. Michael

RADEMACHER FINANCIAL
Lawrence, KS 66047
Some features on this profile are disabled
CRD#: 6244842
KM

Professional summary


Kevin Lee Michael is a registered financial advisor currently at RADEMACHER FINANCIAL, INC. located in Lawrence, Kansas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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.
~(1) Name of Business: Kevin Michael; Investment-Related: Yes; Address: 315 S. 6th St, Manhattan, KS, 66502; Activity Type: Rental Real Estate; Position/Title: Owner/Proprietor; Start Date: 11/01/2020; Hours per month devoted to this business: 2-10; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Owner of the rental property. ~(2) Name of Business: Kevin Michael; Investment-Related: Yes; Address: 315 S. 6th St, Manhattan, KS, 66502; Activity Type: Rental Real Estate Position/Title: Owner/Proprietor; Start Date: 11/09/2021; Hours per month devoted to this business: 2-10; Hours per month devoted to this business during trading hours: 0-1; Description of duties: We will own a triplex that we will rent out to tenants and be responsible for leasing and upkeep. ~(3) Name of Business: KU Tae Kwon Do Sports Club; Investment-Related: No; Address: 1740 Watkins Center Drive, Lawrence, KS; Activity Type: Other; Position/Title: Instructor; Start Date: 01/26/2015; Hours per month devoted to this business: 11-20; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Teach class twice a week.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin Lee Michael's CRS (Customer Relationship Summary).
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

January 22, 2014 - Present

RADEMACHER FINANCIAL, INC.

Office #1: 1505 Kasold Drive, Lawrence, KS 66047
RIA
CRD#: 114067
Lawrence, KS
Past

July 15, 2015 - August 3, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
LAWRENCE, KS
Past

November 1, 2013 - June 28, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LAWRENCE, KS

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".
RF
RADEMACHER FINANCIAL, INC.
RADEMACHER FINANCIAL, INC.

CRD#: 114067 / SEC#: 801-113139

RIA
Registered Investment Advisory firm - (5/3/2018 Approved)
Florida
Registered Investment Advisory firm - (5/7/2018 Terminated)
Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)
Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)
Montana
Registered Investment Advisory firm - (5/7/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/7/2018 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
Kansas
(1/22/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/8/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RF
RADEMACHER FINANCIAL, INC.
RADEMACHER FINANCIAL, INC.

CRD#: 114067 / SEC#: 801-113139

RIA
Registered Investment Advisory firm - (5/3/2018 Approved)
Florida
Registered Investment Advisory firm - (5/7/2018 Terminated)
Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)
Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)
Montana
Registered Investment Advisory firm - (5/7/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/7/2018 Terminated)
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Contact information


Main Address
1505 Kasold Drive, Lawrence, KS 66047
Mailing Address
Phone number
(785) 865-5308
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RADEMACHER FINANCIAL, INC. ADV BROCHURE (2/20/2025)

Regulatory assets under management


Total Number of Accounts1,095
AUM (Assets Under Management)$ 262,884,125

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


RADEMACHER FINANCIAL, INC.

CRD#: 114067Lawrence, KS 66047

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