Michael Allen Kirkendale-haak
Investment adviser representative at Core Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$525MFirm 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
Experience
10 years in the industry.
- Core PlanningOct 2025 to now
- Facet WealthSep 2020 to Sep 2025
- UnemployedSep 2020 to Sep 2020
- The Vanguard GroupJul 2016 to Sep 2020
- Self EmployedJan 2016 to Oct 2022
- UberJan 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 6330801
- Firm CRD
- 154660