Advisor at MOA Advisory & Financial Services Co
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Firm
MOA Advisory & Financial Services Co
Location
Elk Grove Village, IL
Credentials
Series 65
Industry experience
5 years
Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.
Based on MOA Advisory & Financial Services Co
Based on MOA Advisory & Financial Services Co
1.00% to 2.50% depending on size and complexity of relationship
Account minimum: $5,000 Fee-only: Financial planning or consulting fees ranging from $600 to $5,000 annually, negotiable depending on complexity
Elk Grove Village, IL
Illinois · Texas
Engooden Health Inc.
2022 - 2023 (1 year)
Global View Capital Management, Ltd.
2020 - 2020 (1 year)
Global View Capital Advisors, Ltd.
2020 - 2020 (1 year)
MOA Advisory & Financial Services Co.
2018 - Present (8 years)
University of Illinois - Chicago
2016 - 2019 (3 years)
American Medical Association
2015 - 2022 (7 years)
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