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Michael Kroll | Financial Advisor

Profile img for Michael Kroll, financial advisor at Thompson, Siegel, & Walmsley
Richmond, VA
Michael Kroll
Financial Advisor
Portfolio Manager at
Thompson, Siegel, & Walmsley

Verified Identity

Important Disclosures

Specialties and Expertise

5
High Net Worth Planning
Retirement Income
Cash Flow Analysis
Portfolio Construction
Alternative Investments

Clientele

5
Business Owners
Retirees
High Net Worth Individuals
Ultra High Net Worth Individuals
Inheritors

Credentials and Designations

2
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Series 66 - Uniform Combined State Law Exam

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Series 7 - General Securities Representative Exam

Education

2
College of William and MaryMaster of Business Administration (MBA)Year Obtained: 2022
Randolph-Macon CollegeBachelor of Science - Economics and MathematicsYear Obtained: 2016
Quick Facts About Michael
Years of Experience:8 yearsMember since:2023Average Account Size:$600,000Number of clients:173

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Estate Planning Strategies

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Pricing Models

Flat Fee
AUM

Proof of License

BrokerCheck
SEC Profile
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Richmond, VA
Michael Kroll
Financial Advisor
Portfolio Manager at
Thompson, Siegel, & Walmsley
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Profile last updated: 05-22-2025
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