Mike Kayes

Managing Director of Investments at Exencial Wealth Advisors - Oklahoma City, OK, US

Mike Kayes's Colleagues at Exencial Wealth Advisors
Jared Snider

Partner & Sr. Wealth Advisor

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Jeff Baty

Financial Advisor - Director of Wealth Management

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Marshall Welke

Chief Compliance Officer

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Philip Ross

Partner

Contact Philip Ross

John Burns

Co-CEO

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Caleb Dillard

Chief Operations Officer

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Lori Stephenson

Client Services Manager

Contact Lori Stephenson

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Mike Kayes's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Charlotte, North Carolina Area
Company
Exencial Wealth Advisors
Mike Kayes's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Mike Kayes
Mike Kayes currently works for Exencial Wealth Advisors.
Mike Kayes's role at Exencial Wealth Advisors is Managing Director of Investments.
Mike Kayes's email address is ***@exencialwealth.com. To view Mike Kayes's full email address, please signup to ConnectPlex.
Mike Kayes works in the Financial Services industry.
Mike Kayes's colleagues at Exencial Wealth Advisors are Jared Snider, Jeff Baty, Marshall Welke, Philip Ross, John Burns, Caleb Dillard, Lori Stephenson and others.
Mike Kayes's phone number is 405-478-1971
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