Michael Schwenker, financial advisor West Burlington IA

Michael Schwenker

CRD Number: 2312288
Current Firm: Sorrento Pacific Financial, LLC

Michael Schwenker (CRD# 2312288) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in West Burlington, IA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Sorrento Pacific Financial, LLC San Diego, CA Mar 2006 - Current 18
Farmers & Merchants Bank And Trust West Burlington, IA Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
Contact Info for Michael W. Schwenker
Phone Number: 858-805-7900
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $216,172
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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