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Featured Business Financial Advisor in Naperville, IL
Naperville Financial Advisors
Cetera Advisor Networks LLC
608 S Washington St, Suite 304
Naperville, IL 60540
(630) 778-6169
“Plan Today For Your Happiness Tomorrow”
Advisor Profile
Michael Walschot
Name:  Michael Walschot
Phone Number:  (630) 778-6169
Website:  Visit Website
Disclaimer
Registered representative offering securities through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Total Clarity Wealth Management, Inc. Total Clarity and American Capital are under separate ownership from Cetera.

About Cetera Advisor Networks LLC

As financial professionals with American Capital Management, we
help individuals and companies determine their financial needs
and goals and implement possible solutions. We provide a range
of financial services to individuals, employers and non-profit
organizations. Whether you are an individual investor seeking
information, an employer or non-profit organization seeking
assistance with benefits consulting or employee financial
education, we are here to assist you.
 

General Information

CRD#:    5962132
Insurance License#:    16525770
Name of Broker/Dealer:    Cetera Advisor Networks, LLC
Name of Custodial Firm:    Pershing LLC
States Licensed in:    IL,CO,MI,MD,AZ,CA,AR,FL,GA,MN
States Willing to do Business in:    Arlington Heights,Aurora,Bartlett,Batavia,Bolingbrook,Carol Stream,Chicago,Darien,Downers Grove,Dundee,Elgin,Geneva,Hinsdale,Lisle,Medinah,Montgomery,Naperville,North Aurora,Oak Brook,Oak Park,Palatine,Palos Heights,Palos Park,Park Ridge,Saint Charles,South Elgin,Sugar Grove,Wayne,West Chicago,Wheaton,Winfield,Wood Dale,Woodridge
Years of Experience in Financial Services:    5
Number of Years with Current Firm:    5
Work Experience:    26 Years of Financial Management Experience.
I work with the following types of clients:    Businesses, Individual Investors, Investment Clubs
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Management Accountant (CMA®), Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Institute of Certified Management Accountants
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Commissions, Flat Fee, Hourly
Fee % Based on Assets:    1
Hourly Rate:    $125
Minimum Fee Charged for Managed Accounts:    $1
Minimum Fee Charged for Hourly Planning Accounts:    $1
 
 
 
Prepared By: Michael Walschot

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