Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wayne Schwenker is a financial advisor registered with Sorrento Pacific Financial, LLC and has over 25 years of experience in the industry. Michael Schwenker is a Registered Representative and Investment Advisor Representative. Michael Schwenker holds Series 6, 7, 26, and 63 licenses, and has passed the SIE exam. Michael Wayne Schwenker has been associated with Sorrento Pacific Financial, LLC since 2006.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
07/09/2007 - Present
Sorrento Pacific Financial, LLC (WEST BURLINGTON IA)
WI
09/07/2005 - 03/01/2006
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
05/02/2001 - 06/07/2004
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
09/15/1993 - 09/14/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/03/1993 - 09/11/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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