Michael
Shields
Waterfront Wealth Inc
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About this Advisor
Michael Shields is a certified financial planner operating in Leawood, Kansas who has 8 years of relevant experience. Shields is an advisor for Waterfront Wealth Inc. Their career trajectory has included roles at Waterfront Wealth Inc and Wells Fargo Advisors Financial Network, LLC. Shields maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Florida, Kansas and Texas. Waterfront Wealth Inc is a registered investment firm that has its headquarters in Leawood, KS. It handles $645 million in assets across its 2,540 accounts, placing it among the larger firms in the country by assets under management. Of its 2,540 client accounts, just 12% are held by high-net-worth investors who have more than $1 million in investable assets. Waterfront Wealth Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fee types charged by Waterfront Wealth Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waterfront Wealth Inc Brokerage Details
$645,000,000
14
2,540
$253,937
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Shields Work History
Michael has been registered as a financial advisor for 8 years.*
Waterfront Wealth Inc
Wells Fargo Advisors Financial Network, LLC
*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 Shields 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 Waterfront Wealth Inc
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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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.
