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Michael Paul Schaufele

Americana Partners, LLC

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About Michael Paul Schaufele

Michael Schaufele is an investment advisor representative at Americana Partners, LLC, a firm that provides financial planning, portfolio management, and selection of other advisors to both individuals and businesses. Michael has been in the industry since January 18, 2015 and has over 5 years of experience with Americana Partners, LLC. Michael is registered with the state of Texas as an Investment Advisor Representative.

Firm Information

Michael Schaufele is currently registered with Americana Partners, LLC. Americana Partners, LLC is an investment advisor based in Houston, Texas. With over 40 investment professionals, they offer financial planning, portfolio management services for individuals and businesses, and manage pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles, with a focus on providing personalized and transparent investment solutions. Americana Partners has approximately $4.9 billion in regulatory assets under management.
Americana Partners, LLC

811 LOUISIANA STREET

HOUSTON, TX 77002

$4.95B

Assets Under Management

Not reported

Total Clients

42

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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 Schaufele’s Registration & Firm History

TX

08/24/2020 - Present

Americana Partners, LLC (Dallas TX)

TX

12/12/2014 - 07/16/2020

GOLDMAN SACHS & CO. LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 08/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Paul Schaufele.
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