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MA

Michael Akinosho

MOA ADVISORY & FINANCIAL SERVICES CO
ELK GROVE VILLAGE, IL
Some features on this profile are disabled
CRD#: 7286515
MA

Professional summary

Michael Akinosho is a registered financial advisor currently at MOA ADVISORY & FINANCIAL SERVICES CO located in Elk Grove Village, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 2 firms and has passed the Series 65 exam.

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] AMERICAN MEDICAL ASSOCIATION; NOT INVESTMENT RELATED; ADDRESS: 330 NORTH WABASH AVENUE, CHICAGO, IL 60611; NATURE: MEDICAL; POSITION:MANAGER OF TECHNICAL ACCOUNTING, CUSTOMER CONTRACTS, LICENSING, ACCOUNT RECONCILIATIONS & FINANCIAL REPORTING FOR 240+ PHYSICIANS AND MEDICAL STUDENTS; STARTED: 08-17-2015; APPROX. 160 HRS/MONTH; APPROX. 160 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: COMPLETE MONTH END CLOSE FINANCIAL ACTIVITIES, PREPARE ANNUAL BUDGETS AND FORECAST PLANS. [2] MOA FINANCIAL ADVISORY AND FINANCIAL CO.; YES-INVESTMENT RELATED; ADDRESS: 1654 NEBRASKA DRIVE, ELK GROVE VILLAGE, IL 60007; NATURE: TAX PREPARATION AND ACCOUNTING; POSITION: ENROLLED AGENT AND ACCOUNTANT; STARTED: 01-02-2018; APPROX, 80 HRS/MONTH; APPROX. 20 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: PREPARE TAX RETURNS AND PLANNING REPORTS FOR CLIENTS AND PREPARE FINANCIAL STATEMENTS FOR SMALL BUSINESS OWNERS, ADVISING CLIENTS ON INVESTMENTS AND PROVIDING FINANCIAL PLANNING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Akinosho'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®
None

Experience

Current

January 6, 2021 - Present

MOA ADVISORY & FINANCIAL SERVICES CO

RIA
CRD#: 309679
ELK GROVE VILLAGE, IL
Past

September 14, 2020 - October 2, 2020

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
ELK GROVE VILLAGE, 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
Illinois
(1/6/2021)
IAR
Texas
(5/19/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/8/2020
Uniform Investment Adviser Law Examination

Current Firm

MA
MOA ADVISORY & FINANCIAL SERVICES CO
MOA ADVISORY & FINANCIAL SERVICES CO

CRD#: 309679 / SEC#:

Illinois
Registered Investment Advisory firm - (1/6/2021 Approved)
Texas
Registered Investment Advisory firm - (5/19/2023 Conditional Restricted)
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Contact information

Main Address
Elk Grove Village, IL
Mailing Address
Phone number
(312) 330-1226
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOA ADVISORY & FINANCIAL SERVICES CO

CRD#: 309679Elk Grove Village, IL

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