Michael J. Schussele

MICHAEL J. SCHUSSELE, CPA

SPRINGFIELD, IL

Some features on this profile are disabled

CRD#: 1754882

Professional summary

Michael Jon Schussele is a registered financial advisor currently at MICHAEL J. SCHUSSELE, CPA located in Springfield, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AMERICAN EQUITY/AGENT/FEBRUARY 2007; GREAT AMERICAN/AGENT/FEBRUARY 2007; ING/AGENT/SEPTEMBER 2006; ALLIANZ/AGENT/ SEPTEMBER 2006

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jon Schussele's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2007 - Present

MICHAEL J. SCHUSSELE, CPA

RIA

CRD#: 143191

SPRINGFIELD, IL

Past

October 25, 1989 - December 13, 1989

CINCINNATI ANALYSTS, INC.

CRD#: 5478

Past

November 25, 1987 - October 14, 1989

WALNUT STREET SECURITIES, INC.

CRD#: 15840

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/29/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/28/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

Current Firm

MICHAEL J. SCHUSSELE, CPA

MICHAEL J. SCHUSSELE, CPA | MICHAEL JON SCHUSSELE

CRD#: 143191 / SEC#:

Illinois

Registered Investment Advisory firm - (6/29/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Springfield, IL

Mailing Address

Phone number

(217) 793-6560

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. Schussele

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jon Schussele's CRS (Customer Relationship Summary).

Certified licenses

Experience

MICHAEL J. SCHUSSELE, CPA

CINCINNATI ANALYSTS, INC.

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2007

Series 7

Date: 11/21/1987

Current Firm

MICHAEL J. SCHUSSELE, CPA

Contact information

Documents

Red Flags

Company Information

MICHAEL J. SCHUSSELE, CPA

TRUST BUT VERIFY

Similar Advisors