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Michael David Schmidtke

Csenge Advisory Group, LLC

Clearwater, FL

Bloomfield Hills, MI

CRD 5356594

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Employer firm

Csenge Advisory Group, LLC CRD 131167

$3.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Csenge Advisory Group, Llc

4755 East Bay Drive, Clearwater, FL 33764 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
MI RA APPROVED 2024-12-16
  • FL RA
    APPROVED
    Since 2025-01-02
  • MI RA
    APPROVED
    Since 2024-12-16

Branch Locations

4755 East Bay Drive, Clearwater, FL 33764 • United States

Bloomfield Hills, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Efg Asset Management Miami FL 04/2015 02/2019
Planning Alternatives Ltd Bloomfield Hills MI 02/2019 08/2021
Planning Alternatives Ltd Birmingham MI 08/2021 09/2024
Csenge Advisory Group, Llc Clearwater FL 12/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-20
  • S65 Uniform Investment Adviser Law Examination
    2021-07-20
Other Names
  • Michael D Schmidtke

View on SEC IAPD

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