Invested Better
Unclaimed

Unclaimed

Unclaimed

Anna-christina Brockschmidt

Pacific Financial Strategies, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anna-christina? Claim Your Profile

About Anna-christina Brockschmidt

Anna-christina Brockschmidt is an Investment Advisor Representative associated with Pacific Financial Strategies, Inc. Anna-christina has been in the industry since June 2012. Anna-christina is registered with the state of California, Texas and Utah. Anna-christina specializes in portfolio management for individuals and financial planning.

Firm Information

Anna-christina Brockschmidt is currently registered with Pacific Financial Strategies, Inc.. Pacific Financial Strategies, Inc. is an investment advisor headquartered in THOUSAND OAKS, CA. The firm manages approximately $138 million in assets for 707 clients. They provide financial planning, portfolio management for individuals, and educational seminars. They specialize in serving high-net-worth individuals and individuals other than high-net-worth.
Pacific Financial Strategies, Inc.

223 E. THOUSAND OAKS BLVD., SUITE 403

THOUSAND OAKS, CA 91360

$138.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Hourly/fixed fees for financial planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anna-christina Brockschmidt’s Registration & Firm History

CA

03/29/2022 - Present

Pacific Financial Strategies, Inc. (THOUSAND OAKS CA)

Not sure if Anna-christina Brockschmidt is right for you?

Licenses & Designations

IA

Issued 11/11/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anna-christina Brockschmidt.
Not sure if Anna-christina Brockschmidt is right for you?