Advisor at M Premier Partners
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
M Premier Partners
Location
Indian Wells, CA 92210
Credentials
Series 66
Industry experience
12 years
Michael McConnell is a financial advisor with M Premier Partners in Indian Wells, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at M Premier Partners since 2017 and previously at Purshe Kaplan Sterling Investments and Integrated Wealth Management. M Premier Partners provides portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a blend of fundamental and technical analysis, third-party manager due diligence, and multi-asset allocation strategies, utilizing a range of securities including stocks, bonds, ETFs, and mutual funds.
Based on M Premier Partners
Based on M Premier Partners
Maximum annual fee not to exceed 1.50%, billed quarterly in arrears on a pro-rata basis based on average daily balance during the quarter
Representatives are registered representatives of PKS and may accept commissions and trail fees from sale of mutual funds and other securities
74 900 Highway 111, Suite 112
Indian Wells, CA 92210
California · Hawaii · Texas
HMM Group, LLC dba M Premier Partners
2017 - Present (9 years)
Purshe kaplan Sterling Investments
2013 - Present (13 years)
Integrated Wealth Management
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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
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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.
CFP®, Series 63, Series 66
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CFP®, CFA®, Series 63
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CFA®, Series 63, Series 65
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Coryell Capital Management
Series 63, Series 65
Palm Springs, CA
Anthony J. Mancini, I.A.
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