Michael
Wienandt

Kinetic Investment Management, Inc

CRD#2229614
Investment Advisor
in Los Angeles, CA

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About this Advisor

Michael Wienandt is a financial advisor working out of Los Angeles, California with 1 year of industry experience. Wienandt is on the advisory team at Kinetic Investment Management, Inc. Throughout their career, they have worked at Fsc Securities, Key West Investments, Presidential Brokerage, Kestra Investment Services, Client One Securities, LLC, America'S Retirement Advisory Group, Safe Harbor Solutions, Kinetic Investment Management, Inc and Changepath, LLC. Wienandt holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Kinetic Investment Management, Inc is a financial advisory company that has its headquarters in Los Angeles, CA. The investment advisory business has offices in 18 locations and a total of 22 employees. It handles $249 million in assets across its 2,409 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 2,409 accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Kinetic Investment Management, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the type of services offered. However, fees billed by Kinetic Investment Management, Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

633 W 5Th Street Suite 1050
Los Angeles, CA 90071

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Kinetic Investment Management, Inc Brokerage Details

Total Assets Under Management

$249,308,919

CA Average: $7,578,581,321
Total Number of Employees

22

CA Average: 43
Total Number of Accounts

2,409

CA Average: 3,727
Average Account Size

$103,491

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Michael Wienandt Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kinetic Investment Management, Inc

2020 - Present (4 years)

Safe Harbor Solutions

2020 - Present (4 years)

Changepath, LLC

2018 - 2020 (2 years)

Client One Securities, LLC

2016 - 2018 (2 years)

Kestra Investment Services

2016 - 2020 (4 years)

America'S Retirement Advisory Group

2013 - 2013 (< 1 year)

Key West Investments

2013 - 2016 (3 years)

Presidential Brokerage

2002 - 2013 (11 years)

Fsc Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Wienandt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kinetic Investment Management, Inc

Marissa Webb
Los Angeles, CA
Ali Hashemian
Los Angeles, CA
James Foley
Los Angeles, CA
Jaynie Ozment
Los Angeles, CA
Dustin Mitchell
Los Angeles, CA
John Kornaga
Los Angeles, CA
Samuel Adams
Glendale, CA
Jason Groth
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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