Jake Song McCune Whiteley Wealth Management
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Financial Advisor

Michael Kidd, AIF®

Investments & accredited investment planning for busy professionals and small to medium-sized business owners.

Series 6 Series 7 Series 63 Series 66 AIF® Life Insurance
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Experience

Michael has been in the financial services industry since 2018. He enjoys working with busy professionals and individuals navigating transitional periods in their lives. He also works closely with small to medium-sized business owners to implement effective financial strategies, with a focus on savings, investing, and tax efficiency. His approach is practical, personalized, and centered on helping clients make confident financial decisions.

Education & Credentials

  • B.A.A.S. in Workforce and Leadership Studies — Texas State University
  • FINRA Series 6, 7, 63, and 66 securities registrations
  • Accredited Investment Fiduciary (AIF®) designation
  • General Life Insurance License

Outside the Office

  • Playing guitar
  • Working out
  • Full-time softball dad
Ready to talk?

Schedule a conversation with Michael.

No-obligation. 15 minutes with a fiduciary advisor to see if we're a good fit.