Michael Kitces
Oprichter bij AdvicePay, Inc.
Profiel
Michael Ernest Kitces founded AdvicePay, Inc. in 2016, where he is working as Owner and XY Planning Network LLC in 2014, where he is working as Director & Executive Officer.
Mr. Kitces also formerly worked at Waypoint Consulting, Inc. (US), as Director of Wealth Management & Partner from 2002 to 2020.
Mr. Kitces received his undergraduate degree in 2000 from Bates College, graduate degree in 2006 from The University of Tulsa, and graduate degree in 2003 from The American College of Financial Services.
Actieve functies van Michael Kitces
| Bedrijven | Functie | Begin |
|---|---|---|
AdvicePay, Inc.
 AdvicePay, Inc. Information Technology ServicesTechnology Services AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT. | Oprichter | 01-01-2016 |
XY Planning Network LLC
 XY Planning Network LLC Investment ManagersFinance XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT. | Oprichter | 01-01-2014 |
Eerdere bekende functies van Michael Kitces
| Bedrijven | Functie | Einde |
|---|---|---|
Waypoint Consulting, Inc. (US)
 Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Directeur van Onderzoek - Eigen Vermogen | 01-05-2020 |
Opleiding van Michael Kitces
| Bates College | Undergraduate Degree |
| The University of Tulsa | Graduate Degree |
| The American College of Financial Services | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Finance |
XY Planning Network LLC
XY Planning Network LLC Investment ManagersFinance XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT. | Finance |
AdvicePay, Inc.
AdvicePay, Inc. Information Technology ServicesTechnology Services AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT. | Technology Services |
