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Michael John Skinner

1834 Investment Advisors Co.

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About Michael John Skinner

Michael Skinner is a financial advisor with over 15 years of experience in the industry. Michael is currently a Senior Managing Director, Retirement Planning Services at 1834 Investment Advisors Co., where Michael has been employed since February 2024. Michael has previously worked for T. Rowe Price Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is licensed to provide investment advisory services in Illinois and Iowa and has earned several securities licenses including Series 7, Series 24, Series 66, and SIE.

Firm Information

Michael Skinner is currently registered with 1834 Investment Advisors Co.. 1834 Investment Advisors Co. is an investment advisor headquartered in Milwaukee, Wisconsin. With over $1 billion in assets under management, the firm provides financial planning, portfolio management for businesses and individuals, and other services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth.
1834 Investment Advisors Co.

511 N BROADWAY

MILWAUKEE, WI 53202

$1.12B

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Skinner’s Registration & Firm History

IA

02/07/2024 - Present

1834 Investment Advisors Co. (Newton IA)

MD

11/20/2008 - 06/18/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

NY

04/18/2007 - 10/13/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2022

Series 24 - General Securities Principal Examination

BC

Issued 07/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Skinner.
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