Michael Homuth
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66211
Credentials
Series 66
Industry experience
6 years
Michael Homuth is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he works closely with high net worth individuals and families to navigate the complexities of wealth management. He is a member of the Homuth Lore Wealth Management Group, delivering comprehensive strategies that integrate asset management, retirement planning, risk management, and wealth transfer.
Michael joined Merrill Lynch in 2018 and holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Colorado-Boulder. He is a Personal Investment Advisor (PIA) and provides customized financial guidance tailored to clients' unique circumstances, including pre-retirement, retirement, and multi-generational wealth planning.
A native of Kansas City, Michael enjoys fishing, football, golfing, reading, skiing, and spending time with his family. He maintains connections with his high school alumni and volunteers locally, seeking to contribute to causes benefiting families in Kansas City.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3401 College Blvd
Leawood, KS 66211
Kansas · Texas
Merrill
2023 - Present (3 years)
Bank of America N.A.
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Merrill
2018 - 2022 (4 years)
Olympic Pool Management
2017 - 2017 (1 year)
Merrill Lynch
2017 - 2017 (1 year)
Merrill Lynch
2016 - 2016 (1 year)
Olympic Pool Management
2016 - 2016 (1 year)
University of Colorado
2014 - 2018 (4 years)
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