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Michael Ronald Hindman

Advisor at Belpointe Asset Management LLC — Jacksonville, AL

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

19 years

Location

Jacksonville, AL

Belpointe Asset Management LLC logo

Belpointe Asset Management LLC

Multi-team

Total advisors

172

Across 107 offices

Clients per advisor

43 Low

Avg AUM per client

$705,312 Typical

HNW client ratio

18% Typical

About

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

Client services

Based on Belpointe Asset Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Belpointe Asset Management LLC

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management

Occupation focus

Based on Belpointe Asset Management LLC

Executive Founder/Business Owner

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Fee options

Fixed

Negotiable fixed fees based on the nature and extent of agreed services

Project-based

Up to $500.00 per hour, time accrued in 15-minute increments

Location

See office

Jacksonville, AL

Jacksonville AL

Advisors at this office

1

Most active in

Alabama

Work history

19 years of industry experience

Belpointe Asset Management

2016 - Present • 10 years

Reno, NV

First Advisors Capital, Inc.

2014 - 2016 • 2 years

Birmingham, AL

CUNA Brokerage Services, Inc.

2012 - 2014 • 2 years

Mass Mutual Investors Services

2012 - 2012 • 1 year

Birmingham, AL

Intl Advisory Consultants Inc.

2009 - 2009 • 1 year

Birmingham, AL

Wells Fargo Clearing

2007 - 2007 • 1 year

AL

A. G. Edwards & Sons, Inc.

1999 - 2003 • 4 years

Gadsden, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles J

Series 65

Glencoe, AL

Longview Financial Advisors, Inc.

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

General retirement planning Retirement income strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Retired Founder/Business Owner
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Thomas M

Series 63

Anniston, AL

Mcnaron Group, Inc.

Thomas Mcnaron III is a financial advisor with Mcnaron Group, Inc. in Anniston, Alabama. He holds a Series 63 designation and has 33 years of industry experience, having been with Mcnaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified approach primarily using common stocks and exchange-traded funds with fixed-income holdings. The firm emphasizes fundamental analysis and maintains selective client relationships, operating with full discretionary authority and conducting weekly account reviews.

Active portfolio management
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Padric L

Series 65

Anniston, AL

Mcnaron Group, Inc.

Padric Lee is a financial advisor at McNaron Group, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of advisory work, he has engaged in ridesharing and food catering roles during non-trading hours. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified stock and fixed-income ETF approach. The firm manages approximately $20.7 million across 43 client accounts and emphasizes fundamental analysis with a selective client base.

Active portfolio management
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John D

Series 66

Gadsden, AL

Level Four Advisory Services

John Day II is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Bain & Company for seven years. His background also includes roles at AssetVault and the University of Virginia. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and sub-advisors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Kenneth R

Series 65

Anniston, AL

AE Wealth Management, LLC

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with one year of experience at the firm and a total of ten years in the industry. He holds a Series 65 designation and previously worked at Apex Financial Group, Equis Financial, and New York Life. Reeves is also the founder of Apex Financial Group, where he manages insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting a large number of clients through a platform-oriented approach.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Brittany C

Series 66

Anniston, AL

Truist Advisory Services

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Founder/Business Owner Executive
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