Bill Few Associates, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Kauffelt is a chartered financial analyst based out of Pittsburgh, Pennsylvania, who has been in the financial industry for 21 years. Kauffelt is currently employed by Bill Few Associates, Inc. Throughout their career, they have worked at Bill Few Securities, Inc and Bill Few Associates, Inc. Kauffelt has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania and Texas. Bill Few Associates, Inc is a registered investment firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in three locations and a total of 29 financial advisors. It manages $960 million in assets across its 3,101 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves three charitable organizations. Bill Few Associates, Inc provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which service is offered. However, fee types charged by Bill Few Associates, Inc most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bill Few Associates, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Kauffelt Work History
Michael has 21 years of experience.
Bill Few Securities, Inc
Bill Few Associates, Inc
Michael Kauffelt has no disclosures.
Please visit their SEC profile for more details.