Unclaimed Profile

Michael Kirk Wimberley

GREEN INVESTMENT MANAGEMENT INC·FORT WORTH, Texas

SIE, Series 7TO, Series 63, Series 65Clean record21 years registeredGREEN INVESTMENT MANAGEMENT INC

309 WEST 7TH STREET, FORT WORTH, TX 76102CRD# 3070924Firm CRD# 109695

Profile Verification

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

Identity

Michael Kirk Wimberley · FORT WORTH, TX

Registration

CRD #3070924 · GREEN INVESTMENT MANAGEMENT INC · 21 years registered

Brand Profile

Not yet started

Career History

LUMMIS ASSET MANAGEMENT, L.P.

Aug 2019 – present

CHARLES SCHWAB & CO., INC.

Apr 2019 – Aug 2019

Westlake, TX

GREEN INVESTMENT MANAGEMENT, INC.

Jan 2017 – Dec 2018

FORT WORTH, TX

GREEN INVESTMENT MANAGEMENT INC

Jul 2005 – Dec 2016

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · July 27, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

GREEN INVESTMENT MANAGEMENT, INC.

CRD 109695 · SEC 801-21093

AUM

$72M

Regulatory assets under management

Employees

454 client accounts

Services offered by GREEN INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREEN INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Kirk Wimberley offer?

Michael Kirk Wimberley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FORT WORTH, Texas for a consultation.

What are Michael Kirk Wimberley's credentials?

Michael Kirk Wimberley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Kirk Wimberley located?

Michael Kirk Wimberley is based in FORT WORTH, Texas, working with GREEN INVESTMENT MANAGEMENT INC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Michael Kirk Wimberley charge for services?

Michael Kirk Wimberley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREEN INVESTMENT MANAGEMENT INC?

GREEN INVESTMENT MANAGEMENT INC has approximately 7 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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