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Advisors / Tennessee / Germantown
43yrs

Michael Post

Financial advisor at Stonex Advisors

Michael Post is a fiduciary financial advisor in Germantown, Tennessee, with 43 years in the industry. After four years at Intl Advisory Consultants and three years at Brokersxpress, Michael joined Stonex Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 152 advisors with offices in Germantown, and one of 129 fiduciaries.

Germantown, TN 38138Top 2% by experience in TennesseeFiduciary advisor
Call Stonex AdvisorsDirections

At a glance

Experience43 years (since 1983)
How that compares ?Top 2% by experience in Tennessee
Office2936 Old Elm Lane, Germantown, TN 38138
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$501,072
Advisors at the firm230
States licensed ?1 state

Services through Stonex Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
  2. 2012 – 2016
    Intl Advisory Consultants Inc.Previously
  3. 2010 – 2012
    Brokersxpress LLCPreviously
  4. Jun 2008 – Jan 2010
    Howe Barnes Capital Management, Inc.Previously
  5. Apr 2007 – Jun 2008
    Morgan Stanley & Co. LLCPreviously
  6. 2002 – 2007
    Morgan Stanley DW Inc.Previously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Stonex Advisors at (800) 292-2411 and ask for Michael Post. Michael works from the Germantown, TN office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1983, about 43 years. Top 2% by experience in Tennessee.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Stonex Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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