Michael Anthony Schimmel

Current Employers

Employment History

• 10/2015 → 01/2019
  Hsbc Bank Usa N.A.
  Mclean, VA
• 10/2015 → 01/2019
  Hsbc Securities (Usa) Inc.
  Mclean, VA
• 10/2019 → 09/2022
  Lpl Financial Llc
  Leesburg, VA
• 01/2019 → 10/2019
  Mccallum Sauber
  Lanham, MD
• 10/2019 → Present
  Wealthcare Advisory Partners Llc (Dba: Fellows Financial Group)
  Leesburg, VA
• 09/2022 → 06/2023
  Coastal Equities, Inc.
  Wilmington, DE
• 06/2023 → Present
  Arkadios Capital
  Atlanta, GA
• 07/2024 → Present
  Wealthcare Capital Partners, Llc
  Leesburg, VA

Previous Registrations

• 2011-01-06 → 2015-02-13
  Hsbc Securities (Usa) Inc.
  Fairfax, VA
  Reston, VA
• 2007-06-06 → 2010-12-14
  Wells Fargo Clearing Services, Llc
  Chantilly, VA
  Centreville, VA
  Mclean, VA
  Mclean, VA
  Chantilly, VA

Other Businesses

1. Michael Schimmel is dually registered as an Investment Advisor Representative with Wealthcare Advisory Partners, LLC dba Fellows Financial Group (since 10/2019) and as a Registered Representative with Arkadios Capital, LLC (since 06/2023). Business is conducted from 208 Church St SE, Suite 210, Leesburg, VA, 20175. Approximately 90% of Michael's time is for services as an investment advisor representative and the balance as a registered representative. 2. Fellows Risk Solutions; Investment Related; 208 Church Street Leesburg, VA; https://fellowsrisk.com; Insurance Planning; 1 hours per week during normal trading hours. 3. Church & South: LLC Member via my IRA in a Commercial Real Estate Investment 4. Advisors Excel, Is Investment Related, 2950 SW McClure Rd, Topeka, KS, 66614, Fixed Annuities, Insurance Agent, started 6/1/2024, 5 hours per month,0 hours per month during trading hours, Utilizing Advisors Excel as an IMO for annuity business. 5. On a transitional basis, Mr. Schimmel will be dually registered as an Investment Advisor Representative with Wealthcare Advisory Partners, LLC and as an Investment Advisor Representative with Wealthcare Capital Partners, LLC. 6. Financial Group Too, Is Investment Related, 208 Church Street SE, Suite 210, , Leesburg, VA, 20175, Investment Representative, Financial Advisor, 6/1/2024, 5 hours per month, 5 hours per month during trading hours, Another entity used to process business from a separate lead source and keep it separate. 7. United States Senate Federal Credit Union Foundation, Is Not Investment Related, 1100 Wythe Street #686, Alexandria, VA, 22313, United States, Financial Literacy, Board Member,7/1/2026,1 hours per month,0 hours per month during trading hours, No Compensation Compensation, Our goal is to enhance financial inclusion, wellness, and literacy by promoting education and empowerment. We provide access to essential financial resources and knowledge for all, regardless of background. Our programs include workshops, online courses, and coaching to help people make informed financial decisions. We cover topics from budgeting to investment planning, aiming to build an inclusive community. Our goal is a more equitable society where financial literacy is a right, not a privilege. We advocate for policy changes to integrate financial education into curriculums, preparing future generations for economic challenges and opportunities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-11
• S63 Uniform Securities Agent State Law Examination
  2007-04-24

Other Names

• Michael Anthony Schimmel
• Michael A. Schimmel