Michael Schilling, financial advisor Frederick MD
81 score

Michael Schilling

CRD Number: 3112861
Current Firm: Brookstone Capital Management LLC

Michael Schilling (CRD# 3112861) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Frederick, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Strategies Group Frederick, MD Feb 2000 - Current 16
Kalos Capital, Inc. Alpharetta, GA Dec 2008 - Oct 2010 1
Envision Investment Advisors, LLC Omaha, NE Jun 2008 - Dec 2008 < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2007 - Jun 2008 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2007 - Jun 2008 1
Securities Service Network, Inc. Laytonsville, MD Sep 2004 - Feb 2007 2
Ssn Advisory, Inc. Laytonsville, MD Sep 2004 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael K. Schilling
Phone Number: 630-653-1400
Registered State(s):
  • MD
  • NC
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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