Michael Brenton Murff
Professional Summary
Michael Brenton Murff, who also goes by Brent Murff, Michael B Murff, is a registered financial advisor currently at OAK ROAD WEALTH MANAGEMENT located in Lee's Summit, Missouri. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brent Murff, Michael B Murff
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
Disclosures on record.
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.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
Current Firm
OAK ROAD WEALTH | SHEPARD WEALTH MANAGEMENT, LLC | OAK ROAD WEALTH MANAGEMENT
Contact Information
Main Address
210 Sw Market St, Lee's Summit, MO 64063Phone Number
(816) 721-9188# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
108AUM (Assets Under Management)
$80,071,959Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
State Registrations and Notice Filings
(9/1/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Brenton Murff's CRS (Customer Relationship Summary).
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS SECURITIES LLC