Michael SchumarCRD Number: 1892477
Current Firm: Western Wealth Management LLC
Michael Schumar (CRD# 1892477) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 29 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Western Wealth Management LLC||Golden, CO||Jun 2016 - Current||1|
|Lpl Financial LLC||Denver, CO||Jun 2013 - Current||4|
|Western Wealth Management LLC||Denver, CO||Jul 2013 - Jun 2016||2|
|Wells Fargo Advisors LLC||Cherry Creek, CO||May 2009 - Jun 2013||4|
|Wachovia Securities, LLC||Denver, CO||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2004|
Total Assets Under Management1,008MILLIONS
Total Number of Accounts5,152ACCOUNTS
Average Account Value$195,697
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA
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