Advisor at The L. Warner Companies, Inc
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.
Firm
The L. Warner Companies, Inc
Location
Beverly Hills, CA 90212
Credentials
Series 63, Series 66
Industry experience
28 years
Michael Anderson is an advisor at The L. Warner Companies, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Four Points Capital Partners LLC and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, Anderson serves on the board of the Exceptional Children's Foundation and is involved with the Small Business Council of America. The L. Warner Companies serves high-net-worth individuals, trusts, estates, and retirement plans, providing financial planning, investment management, and consulting services to corporations, non-profits, and business entities. The firm manages diversified portfolios with a multi-year horizon and utilizes fundamental research, third-party manager programs, and option strategies to address client needs.
Based on The L. Warner Companies, Inc
Based on The L. Warner Companies, Inc
Flat fees may be agreed upon for investment management or financial planning services.
Up to 1.5% annually (maximum) - negotiable
Commission-based compensation may be earned from insurance products sold by associated persons in their separate capacities as insurance agents or brokers.
Account minimum: $500,000 (negotiable) Fee-only: Financial planning fees typically range from $1,000 to $25,000, negotiable; may exceed $25,000 for complex engagements.
9100 Wilshire Blvd, Suite 720 E
Beverly Hills, CA 90212
California
The L. Warner Companies, Inc.
2021 - Present (5 years)
Four Points Capital Partners LLC
2018 - Present (8 years)
Niagara International Capital Limited
2016 - 2018 (2 years)
Raymond James Financial
2009 - 2016 (7 years)
Finestone Partners
2008 - 2021 (13 years)
Western Pension & Benefits Conference Los Angeles
2005 - 2018 (13 years)
Raymond James financial Services
2004 - 2016 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 66
Playa Del Rey, CA
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Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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