Michael Richard Kennedy
Investment adviser representative at Calpa Advisors LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
2 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
15 years in the industry.
- Butler Capital PartnersSep 2022 to now
- Calpa Advisors LLCJan 2022 to now
- Calpa Strategies LLCJun 2019 to now
- Wilshire AssociatesAug 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Calpa Advisors LLC
$0Assets managed
0Clients
1Advisers
2 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
- 4949439
- Firm CRD
- 318008