Michael Kent Kauffelt
Investment adviser representative at Bill Few Associates, Inc.
29 yearsExperience
1 stateRegistered in
CFADesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Bill Few Associates, Inc.Sep 1997 to now
- Bill Few Securities, Inc.Sep 1997 to Dec 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bill Few Associates, Inc.
$2.7BAssets managed
2,972Clients
28Advisers
39 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
- 2315161
- Firm CRD
- 133561