Michael J. Hakimi

BLACK DOG FINANCIAL PLANNING LLC

Mount Pleasant, SC

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CRD#: 6278743

Professional summary

Michael John Hakimi, CFP®, who also goes by Michael Hakimi, is a registered financial advisor currently at BLACK DOG FINANCIAL PLANNING LLC located in Mount Pleasant, South Carolina and ORIGIN INVESTMENT ADVISORY LLC located in Mount Pleasant, South Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

When Michael isn’t helping his clients, he’s spending time with his own family. He and his wife, Katie, were married in May of 2018 after relocating to Charleston from Chicago, IL. They welcomed their first child, daughter Annie Rose, on February 6, 2020. Annie joins big “fur-brother”, Barkley, to which the firm, Black Dog Financial Planning, gets its name. Barkley is a rescue from PAWS Chicago, a no kill animal shelter. Barkley was 3 months old and 25 pounds when Mike and Katie adopted him. He’s now 3 years old and 80 pounds and his favorite pastime is watching squirrels from the window and chasing them out of the backyard.  

Mike and Katie enjoy low-country living, especially golf, the beach, and oyster roasts, but also love to travel. They got engaged in Paris in 2017 and have traveled around Europe and Asia together. Next up, they hope to visit South America, Australia and Africa. They look forward to raising their family in the low-country and traveling together whenever they can.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Tax Planning

Insurance Planning

Small Business Planning

Do you have an area of expertise or specialization?

Corporate Executives

Fixed Fee (Subscription, Retai...

Investment Advice with Ongoing...

Middle Income Client Needs

Millennials

Retirement Plan Investment Adv...

Are you a "fiduciary"?

Yes

Aliases

Michael Hakimi

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.

Black Dog Financial Planning LLC; Investment-Related; Mount Pleasant, South Carolina; Investment Adviser; Investment Adviser Representative; January 2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Hakimi'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

February 27, 2020 - Present

BLACK DOG FINANCIAL PLANNING LLC

RIA

CRD#: 307369

Mount Pleasant, SC

Current

June 24, 2021 - Present

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

MOUNT PLEASANT, SC

Past

August 21, 2018 - January 6, 2020

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Summerville, SC

Past

August 10, 2018 - January 27, 2020

LPL FINANCIAL LLC

CRD#: 6413

SUMMERVILLE, SC

Past

June 12, 2015 - January 4, 2018

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

DOWNERS GROVE, IL

Past

January 24, 2014 - January 4, 2018

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

DOWNERS GROVE, IL

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
(2/27/2020)

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: 6/11/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/19/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2014

General Securities Representative Examination

Current Firm

BLACK DOG FINANCIAL PLANNING LLC

BLACK DOG FINANCIAL PLANNING | BLACK DOG FINANCIAL PLANNING LLC

CRD#: 307369 / SEC#:

South Carolina

Registered Investment Advisory firm - (2/27/2020 Approved)

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Contact information

Main Address

Mount Pleasant, SC

Mailing Address

Phone number

(843) 800-2385

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 4,724,475

Red Flags

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Contact information

(xxx) xxx-xxxx

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Michael J. Hakimi

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

LPL FINANCIAL LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2015

Series 63

Date: 2/19/2014

SIE

Date: 10/1/2018

Series 7

Date: 1/24/2014

Current Firm

BLACK DOG FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACK DOG FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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