Michael Shillin (CRD# 5927156) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 6 years of experience in the finance industry.
CRD# 2936490
Bernicke Wealth Management, Ltd.
Score
96
CRD# 4917470
Bernicke Wealth Management, Ltd.
Score
96
CRD# 2854564
Commonwealth Financial Network
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Chippewa Falls, WI | Aug 2014 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | Chippewa Falls, WI | Aug 2014 - Current | 3 |
| Fries Financial Group LLC | Chippewa Falls, WI | Aug 2014 - Current | 3 |
| Edward Jones | Cheppewa Falls, WI | May 2011 - Aug 2014 | 3 |
| Moen Sheehan And Meyer | La Crosse, WI | Sep 2010 - May 2011 | < 1 |
| University Of Wisconsin La Crosse | La Crosse, WI | Aug 2007 - May 2011 | 3 |
| Van Lieshout Law Offices | Little Chute, WI | May 2009 - Sep 2010 | 1 |
| Field Of Scenes | Freedom, WI | May 2009 - Aug 2010 | 1 |
| Regal Cinemas | Appleton, WI | Apr 2006 - Aug 2009 | 3 |
| University Of Wisconsin-la Crosse | La Crosse, WI | Aug 2008 - May 2009 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- TX
- WI
-
Total Assets Under Management81,239MILLIONS
-
Total Number of Accounts280,698ACCOUNTS
-
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.