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Michael Don C. Tinio

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CRD#: 7473992
MT

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 Don Cipat Tinio, who also goes by Michael Don Cipat Tinio, was a registered financial professional .

Michael Don is a previously registered financial professional and started their career in finance in 2021. Michael Don had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Don Cipat Tinio

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.
Fox & Company Wealth Management is an investment related financial planning and investment advisory service firm at 907B Paris Road, Mayfield, KY since December 2021. Mr. Tinio works as a financial paraplanner responsible for coordinating with clients to collect data for financial plans, analyzing and providing preliminary reports to the lead financial planner and occasionally facilitating client meetings. Mr. Tinio works 160 hours month. Fox & Company is in the process of dissolving and employment may end as soon as the end of September 2023.

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

September 21, 2023 - January 17, 2025

FIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 327958
Overland Park, KS
Past

December 6, 2021 - November 7, 2023

FOX & COMPANY WEALTH MANAGEMENT

RIA
CRD#: 151629
Overland Park, KS

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: 4/3/2021
Uniform Investment Adviser Law Examination

Current Firm


FW
FIRE WEALTH MANAGEMENT, LLC
FIRE WEALTH MANAGEMENT LLC | FIRE WEALTH MANAGEMENT, LLC

CRD#: 327958 / SEC#:

California
Registered Investment Advisory firm - (10/28/2024 Approved)
Kansas
Registered Investment Advisory firm - (10/9/2023 Approved)
Kentucky
Registered Investment Advisory firm - (9/21/2023 Approved)
Louisiana
Registered Investment Advisory firm - (9/26/2023 Approved)
Tennessee
Registered Investment Advisory firm - (10/3/2023 Approved)
Texas
Registered Investment Advisory firm - (8/18/2023 Conditional Restricted)
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Contact information


Main Address
328a S 6th Street, Mayfield, KY 42066-2310
Mailing Address
Po Box 445, Mayfield, KY 42066-0030
Phone number
(270) 916-2220
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts247
AUM (Assets Under Management)$ 39,968,934

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


FIRE WEALTH MANAGEMENT, LLC

CRD#: 327958

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