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Michael Anthony Pierson Schimek

Pinnacle Strategic Wealth Management, LLC.

King Of Prussia, PA

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Current Employers
Pinnacle Strategic Wealth Management, Llc.

630 Freedom Business Center Third Floor, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-02-25
  • PA RA
    APPROVED
    Since 2011-02-25

Branch Locations

630 Freedom Business Center Third Floor, King Of Prussia, PA 19406 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinnacle Strategic Wealth Management, Llc. Pottstown PA 01/2011 Present
Previous Registrations
  • 2010-06-30 → 2011-02-25
    Simon Capital Management
  • 2008-12-19 → 2009-01-07
    Cetera Wealth Services, Llc
    King Of Prussia, PA
  • 2003-07-11 → 2008-12-05
    Ameriprise Financial Services, Llc
    W. Conshohocken, PA
    Marlton, NJ
Other Businesses

FIXED INSURANCE PRODUCTS: LIFE, DISABILITY, ANNUIITES AND LTC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-17
  • S66 Uniform Combined State Law Examination
    2003-04-17
Designations
Other Names
  • Michael Anthony Schimek
  • Michael Anthony Pearson Schimek

View on SEC IAPD

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AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

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