Michal Skowronski
CRD Number: 6637572Current Firm: Skylark Wealth, LLC
Compensation Model: Fee Only
Michal Skowronski (CRD# 6637572) is an Investment Advisor Representative working at Skylark Wealth, LLC in San Francisco, CA and has 12 years of experience in the finance industry. Michal Skowronski 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management | San Francisco, CA | Aug 2006 - Mar 2016 | 9 |
- CA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$354,033
- 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
- Pension consulting services
CA
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