Kenneth Michaels
Advisor at Wisely Advised
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.
About
Kenneth Michaels is a financial advisor at Wisely Advised with three years of industry experience. He holds a Series 65 designation and has worked at Wisely Advised since 2021, with prior experience at Centier Bank and Indiana University Northwest. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across about 185 client relationships. The firm employs a blend of fundamental and technical analysis to manage diversified portfolios and offers discretionary management, financial planning, and qualified plan services.
Fee options
Ongoing financial planning fixed quarterly fees: $50, $125, or $250 depending on level
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$275 per hour for financial planning services
Minimum fee: $200 per year minimum fee Fee-only: Hourly financial planning: $275 per hour (negotiable); Ongoing financial planning fixed fees: Level 1 - $50/quarter, Level 2 - $125/quarter, Level 3 - $250/quarter
Location
10261 Calumet Ave, Suite 104
Dyer, IN 46311
Most active in
Kenneth M has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Wisely Advised, LLC
2023 - Present (3 years)
Centier Bank
2021 - 2023 (2 years)
Wisely Advised, LLC
2021 - 2023 (2 years)
Indiana University Northwest
2018 - 2022 (4 years)
Crown Point High School/Crown Point Elementary School
2010 - 2018 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Alexander L
CFP®, Series 63, Series 65
Flossmoor, IL
OmniDivitia Wealth Management, Inc.
Scott P
Series 63, Series 66
Crown Point, IN
Harmony Wealth Management LLC
Joseph H
CFP®, Series 63, Series 65
St. John, IN
Smart Choice Financial Planning, Inc.
Douglas S
Series 66
Schererville, IN
Santefort Investment Group, LLC
Kally T
Series 65
Merrillville, IN
RCS Financial Advisors, Ltd
Xuan W
CFA®, Series 63
Munster, IN
EN+ Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")