Michael Schroeder, financial advisor Naples FL
96 score

Michael Schroeder

CRD Number: 1007003
Current Firm: Wasmer Schroeder & Co Inc.

Michael Schroeder (CRD# 1007003) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 26 years of experience in the finance industry. Michael Schroeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wasmer, Schroeder & Company, Inc. Naples, FL Feb 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Michael J. Schroeder
Phone Number: 239-263-6877
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    5,759
    MILLIONS
  • Total Number of Accounts
    2,387
    ACCOUNTS
  • Average Account Value
    $2,412,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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