Michael Homuth
Advisor at Merrill — Leawood, KS College Blvd
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.
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.
Credentials
Series 66
Experience Industry experience
6 years
Location
Leawood, KS 66211
Merrill
Institution
Michael Homuth is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on high net worth individuals and families. He specializes in helping clients navigate wealth management complexities through various life stages, including pre-retirement, retirement, and multi-generational wealth planning. Michael works closely with clients to develop personalized financial strategies, emphasizing long-term relationships and comprehensive guidance tailored to their unique circumstances.
He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Colorado-Boulder. Michael and the Homuth Lore Wealth Management Group provide integrated wealth management solutions that include asset management, retirement planning, risk management, and wealth transfer strategies. Their investment approach is collaborative and thematic, aligning portfolios with clients' objectives, risk tolerance, and time horizons using Merrill Lynch's research and technology.
Michael is fluent in English and Spanish. Outside of work, he enjoys fishing, football, golfing, reading, skiing, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Leawood, KS College Blvd
3401 College Blvd
Leawood KS 66211
Advisors at this office
53
Kansas · Texas
6 years of industry experience
Bank of America N.A.
2023 - Present • 3 years
Leawood, KS
Merrill
2023 - Present • 3 years
Leawood, KS
Unemployed
2022 - 2023 • 1 year
Leawood, KS
Merrill
2018 - 2022 • 4 years
Leawood, KS
Olympic Pool Management
2017 - 2017 • 1 year
Lee's Summit, MO
Merrill Lynch
2017 - 2017 • 1 year
Leawood, KS
University of Colorado
2014 - 2018 • 4 years
Boulder, CO
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