Unclaimed Profile

Michael Kent Kauffelt

BILL FEW ASSOCIATES, INC.·PITTSBURGH, Pennsylvania

SIE, Series 4, Series 7, Series 14, Series 24, Series 63, Series 65, Series 99TOCFAClean record12 years registeredBILL FEW ASSOCIATES, INC.

107 MT. NEBO POINTE, PITTSBURGH, PA 15237CRD# 2315161Firm CRD# 133561

Profile Verification

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

Identity

Michael Kent Kauffelt · PITTSBURGH, PA

Registration

CRD #2315161 · BILL FEW ASSOCIATES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

BILL FEW ASSOCIATES, INC.

Jul 2014 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · July 14, 2014

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BILL FEW ASSOCIATES, INC.

CRD 133561 · SEC 801-29235

AUM

$2.1B

Regulatory assets under management

Employees

7,141 client accounts

Services offered by BILL FEW ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BILL FEW ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Kent Kauffelt offer?

Michael Kent Kauffelt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Michael Kent Kauffelt's credentials?

Michael Kent Kauffelt holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Kent Kauffelt located?

Michael Kent Kauffelt is based in PITTSBURGH, Pennsylvania, working with BILL FEW ASSOCIATES, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Michael Kent Kauffelt charge for services?

Michael Kent Kauffelt'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 BILL FEW ASSOCIATES, INC.?

BILL FEW ASSOCIATES, INC. has approximately 31 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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