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Michael Kenneth Haines

Investment adviser representative at Essential Investment Partners, LLC
27 yearsExperience
2 statesRegistered in
$223MFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

27 years in the industry.

  1. Essential Investment Partners, LLCJan 2019 to now
  2. Maurer & Associates Capital ManagementJun 2014 to now
  3. Christom, LLCFeb 1999 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Essential Investment Partners, LLC

$223MAssets managed
79Clients
2Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2005250
Firm CRD
149509
Advisor's SEC record (opens in a new tab)
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