Michael
Kearney

Arkadios Wealth Advisors

CRD#5369140
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Kearney is a financial advisor operating out of Charlotte, North Carolina. Kearney is on the advisory team at Arkadios Wealth Advisors. Over the course of their career, Kearney has held roles at Arkadios Capital, Arkadios Wealth Advisors, Thrivent Financial For Lutherans and Thrivent Investment Management Inc. Kearney has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Arkadios Wealth Advisors is a financial advisory business based out of Atlanta, GA. It has offices in 47 locations and a total of 140 financial advisors. It has $2 billion in assets between its 8,782 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 8,782 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers 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 are based on which services the firm provides the client. However, fees charged by Arkadios Wealth Advisors most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6101 Carnegie Blvd, Suite 350
Charlotte, NC 28209

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

NC Average: $3,570,121,308
Total Number of Employees

140

NC Average: 58
Total Number of Accounts

8,782

NC Average: 1,608
Average Account Size

$200,176

NC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Kearney Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Arkadios Capital

2023 - Present (1 year)

Arkadios Wealth Advisors

2008 - 2023 (15 years)

Thrivent Investment Management Inc

2007 - 2023 (16 years)

Thrivent Financial For Lutherans

*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 Kearney 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 Arkadios Wealth Advisors

Matthew Brozik
Madison Lake, MN
Gregg Lentz
Waukesha, WI
David Summers
Atlanta, GA
Matt Porter
New Berlin, WI
William Nelson
Atlanta, GA
Nolan Ginsberg
Angleton, TX
Stanley Lewandoski
Jacksonville, FL
German Chaves
San Juan, PR

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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