Unclaimed Profile

Michael Myles Harlan

KRD WEALTH MANAGEMENT, LLC·SCHAUMBURG, Illinois

SIE, Series 6, Series 63CFPClean record22 years registeredKRD WEALTH MANAGEMENT, LLC

1051 PERIMETER DRIVE, SCHAUMBURG, IL 60173CRD# 3121097Firm CRD# 317947

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Myles Harlan · SCHAUMBURG, IL

Registration

CRD #3121097 · KRD WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jan 2011 – present

RHR WEALTH MANAGEMENT, LLC

Feb 2004 – Nov 2010

SKOKIE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · February 13, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KRD WEALTH MANAGEMENT, LLC

CRD 317947 · SEC 801-123175

AUM

$99M

Regulatory assets under management

Employees

292 client accounts

Services offered by KRD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KRD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Myles Harlan offer?

Michael Myles Harlan specializes in Financial Planning, Investment Management. Contact their office in SCHAUMBURG, Illinois for a consultation.

What are Michael Myles Harlan's credentials?

Michael Myles Harlan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Myles Harlan located?

Michael Myles Harlan is based in SCHAUMBURG, Illinois, working with KRD WEALTH MANAGEMENT, LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.

How does Michael Myles Harlan charge for services?

Michael Myles Harlan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KRD WEALTH MANAGEMENT, LLC?

KRD WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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