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MH

Michael H. Hilmes

Some features on this profile are disabled
CRD#: 6808188
MH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Healy Hilmes was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2017. Michael had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Hilmes Ents~1191 15th Street, Carlyle, IL 62231~Teach leadership courses~N~Indepedent Contractor~07/2007~40 hrs/mo~0 trading hrs/mo;Carlyle Christian Church~1025 Lake Road, Carlyle, IL 62231~Church Leadership~N~Deacon~01/2016~4 hrs/mo~0 trading hrs/mo KINGDOM FINANCIAL, LLC POSITION: Owner NATURE: Financial Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 1191 15th St, Carlyle IL 62231, United States DESCRIPTION: I'm going to provide financial coachingto individual clients. I'm going to receive leads through Dave Ramsey's Preferred Coach program. KINGDOM CPA SERVICES, LLC POSITION: Enrolled Agent NATURE: CPA Firm, tax preparation, bookkeeping, payroll INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/18/2021 ADDRESS: 29 N Oakland Drive, Caseyville IL 62232, United States DESCRIPTION: Tax Preparation

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 4, 2022 - December 4, 2024

ROBERT OLSEN INVESTMENT GROUP, LLC

RIA
CRD#: 135748
CASEYVILLE, IL
Past

December 1, 2017 - June 30, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Centralia, IL
Past

November 9, 2017 - June 30, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Centralia, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/27/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/7/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/30/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/9/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RO
ROBERT OLSEN INVESTMENT GROUP, LLC
ROBERT OLSEN INVESTMENT GROUP, LLC | ROBERT OLSEN, P.C. | ROBERT OLSEN WEALTH GROUP, P.C.

CRD#: 135748 / SEC#:

Illinois
Registered Investment Advisory firm - (12/11/2024 Terminated)
Missouri
Registered Investment Advisory firm - (7/13/2005 Approved)
Texas
Registered Investment Advisory firm - (4/29/2019 Conditional Restricted)
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Contact information

Main Address
177 Chesterfield Business Parkway, Chesterfield, MO 63005
Mailing Address
Phone number
(636) 537-2506
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts211
AUM (Assets Under Management)$ 34,277,322

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

ROBERT OLSEN INVESTMENT GROUP, LLC

CRD#: 135748

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