Michael Paul Emerson
Investment adviser representative at Fi3 Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fi3 Financial Advisors, LLCAug 2026 to now
- Dimeo Schneider & Associates, LLCJan 2017 to now
- Rmb Capital ManagementJan 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Fi3 Financial Advisors, LLC
$1.1BAssets managed
258Clients
9Advisers
8 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
- 5539628
- Firm CRD
- 168005