Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Schilling is a financial advisor with over 25 years of experience in the financial services industry. Michael is a Certified Financial Planner™ professional and holds Series 7, 31, 52, and 63 licenses as well as the SIE and Series 65 licenses. Michael is registered to provide investment advisory services in Texas and Wisconsin. Michael is currently affiliated with LPL Financial LLC. Michael has worked for several financial institutions over the years, including M&I Financial Advisors, Inc, BMO Harris Financial Advisors, Inc. and Dean Witter Reynolds Inc. Michael specializes in providing financial planning and investment advice to individuals, families, and businesses. Michael also provides advisory services to corporations, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/24/2021 - Present
LPL Financial LLC (WEST BEND WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (WEST BEND WI)
WI
01/16/1998 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WEST BEND WI)
NY
04/10/1997 - 02/06/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
07/10/1996 - 01/23/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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