Michael Schwartz (CRD# 6690653) is an Investment Advisor Representative working at Decker Retirement Planning Inc. in Renton, WA and has over 5 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Decker Retirement Planning | Renton, WA | Jan 2024 - Current | < 1 |
| Northwestern Mutual Investment Services LLC | Bellevue, WA | Oct 2023 - Feb 2024 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2023 - Feb 2024 | < 1 |
| Becu | Tukwilla, WA | Apr 2023 - Sep 2023 | < 1 |
| Unemployed | Snoqualmie, WA | Dec 2022 - Apr 2023 | < 1 |
| Centaurus Financial Inc. | Anaheim, CA | Oct 2020 - Dec 2022 | 2 |
| Financial Life Advisor | Mercer Island, WA | Aug 2017 - Oct 2022 | 5 |
| Sagicor Financial Company | Mercer Island, WA | Apr 2018 - Sep 2019 | 1 |
| Student | Mercer Island, WA | Aug 2015 - Aug 2017 | 2 |
| Western Washington University | Bellingham, WA | Jul 2015 - Jun 2017 | 1 |
| Michaels Nanny Service | Mercer Island, WA | Jan 2010 - Aug 2015 | 5 |
| Bellevue College | Bellevue, WA | Sep 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- UT
- WA
-
Total Assets Under Management214MILLIONS
-
Total Number of Accounts2,317ACCOUNTS
-
Average Account Value$92,172
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AZ, CA, FL, ID, MT, NE, NH, NV, NY, TX, UT, WA
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 derived from SEC.gov data covering 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.
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.