Michael Kolis
Investment adviser representative at Huntington Financial Advisors
10 yearsExperience
1 stateRegistered in
$7.9BFirm assets
26 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.
- Portfolio management
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- The Huntington Investment CompanyNov 2024 to now
- The Huntington National BankNov 2024 to Oct 2025
- Key Investment Services LLCDec 2022 to Sep 2024
- KeybankDec 2022 to Sep 2024
- Amazon FlexMay 2021 to Sep 2021
- Upper Limits Rock Climbing GymJan 2020 to Nov 2020
- JPMorgan Chase Bank N.A.Sep 2019 to Nov 2022
- JPMorgan Securities LLCSep 2019 to Nov 2022
- UnemployedMar 2019 to Aug 2019
- PNC BankFeb 2018 to Mar 2019
- Lowe'sOct 2017 to Feb 2018
- BMO Financial GroupFeb 2017 to Apr 2017
- TargetOct 2016 to Jan 2017
- Dickinson Financial CorporationJul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Huntington Financial Advisors
Legal name: The Huntington Investment Company
$7.9BAssets managed
42,398Clients
427Advisers
26 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
- 7176023
- Firm CRD
- 16986