Compound Planning doubled AUM, expanded leadership, and added 30 advisors in 2024
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Denver, CO

Michael Hunter

Team Lead & Senior Wealth Advisor

Michael Hunter is a seasoned Financial Advisor and Team Leader with over a decade of experience guiding individuals and families toward financial security and prosperity. At Compound Planning, Michael leads a talented team of advisors, empowering them to build thriving practices and deliver exceptional client experiences. His passion for mentorship inspires and motivates his team to achieve their full potential and ensuring all of their clients needs are met. Before joining Compound Planning, Michael held key positions at prominent broker-dealers and RIAs. He also served our military personnel by helping them transition smoothly back into c...

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(720) 356-0712

[email protected]

LinkedIn

Experience

Motley Fool Wealth Management

4 years

Personal Capital

7 years

Edward Jones

2 years

Qualifications

The University of Colorado

Masters of Business Administration, MBA

University of South Carolina

Global Supply Chain and Operations Management

University of South Carolina

Marketing

Accredited Wealth Management Advisor

AWMA

CERTIFIED FINANCIAL PLANNER® Practitioner

CFP®

Specialities

Investment Management

Financial Planning

Retirement Planning

Asset Allocation

Behavioral Finance

Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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