Michael Homuth
Advisor at Merrill
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
Michael Homuth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the team in 2018 and works as part of the Homuth Lore Wealth Management Team, providing comprehensive wealth management services and solutions. Michael focuses on helping high net worth individuals and their families achieve their personal and financial goals through customized financial strategies and a thematic investment approach.
Michael holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Colorado-Boulder. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income.
Originally from Kansas City, Michael is an avid Chiefs fan and maintains a strong connection to his Rockhurst High School classmates as an active alumnus. In his spare time, he enjoys traveling, fly fishing, snowboarding, fishing, football, golfing, reading, skiing, and spending time with family. He also volunteers and is looking to get more involved with causes benefiting families in Kansas City.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Location
3401 College Blvd
Leawood, KS 66211
Most active in
Michael H has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Merrill
2023 - Present (3 years)
Bank of America N.A.
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Merrill
2018 - 2022 (4 years)
Olympic Pool Management
2017 - 2017 (1 year)
Merrill Lynch
2017 - 2017 (1 year)
Merrill Lynch
2016 - 2016 (1 year)
Olympic Pool Management
2016 - 2016 (1 year)
University of Colorado
2014 - 2018 (4 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.
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.
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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Amy W
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Michael H
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
John C
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Mark N
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Melinda B
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
David W
CFP®
Overland Park, KS
Dynamic Wealth LLC
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