Michael Schmidtke (CRD# 5356594) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Planning Alternatives Ltd | Birmingham, MI | Aug 2021 - Current | 2 |
Planning Alternatives Ltd | Bloomfield Hills, MI | Feb 2019 - Aug 2021 | 2 |
Efg Asset Management | Miami, FL | Apr 2015 - Feb 2019 | 3 |
Deutsche Bank Ag Na | New York, NY | Aug 2014 - Apr 2015 | < 1 |
Unemployed | New York, NY | Mar 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- MI
-
Total Assets Under Management1,156MILLIONS
-
Total Number of Accounts667ACCOUNTS
-
Average Account Value$1,732,536
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, GA, IL, MA, MI, NC, NE, OH, TX, WA, WY
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