AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Michele L. Schaff

ARDOR INVESTMENT MANAGEMENT CONSULTING
Northfield, IL 60093
Some features on this profile are disabled
CRD#: 2695097
MS

Professional summary


Michele Lyn Schaff, who also goes by Michele Lyn Gerken, Michelle Lyn Schaff, is a registered financial advisor currently at ARDOR INVESTMENT MANAGEMENT CONSULTING located in Northfield, Illinois.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michele has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michele Lyn Gerken | Michelle Lyn Schaff

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.
FINANCIAL CONSULTING BOUTIQUE: ARDOR FINANCIAL GROUP; INVESTMENT ADVISORY

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michele Lyn Schaff'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

July 24, 1998 - Present

ARDOR INVESTMENT MANAGEMENT CONSULTING

Office #1: One Northfield Plaza Suite 300, Northfield, IL 60093
RIA
CRD#: 123206
Northfield, IL
Past

July 24, 1998 - December 31, 2024

ARDOR INVESTMENT MANAGEMENT CONSULTING

RIA
CRD#: 123206
NORTHFIELD, IL
Past

December 17, 1997 - May 19, 1999

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

February 22, 1996 - December 17, 1997

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK

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
(7/24/1998)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/22/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


AI
ARDOR INVESTMENT MANAGEMENT CONSULTING
ARDOR INVESTMENT MANAGEMENT CONSULTING | ARDOR INVESTMENT MANAGEMENT CONSULTING, LTD.

CRD#: 123206 / SEC#:

Illinois
Registered Investment Advisory firm - (7/24/1996 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
One Northfield Plaza Suite 300, Northfield, IL 60093
Mailing Address
Phone number
(847) 441-3228
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts9
AUM (Assets Under Management)$ 1,925,000

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.

Company Information


ARDOR INVESTMENT MANAGEMENT CONSULTING

CRD#: 123206Northfield, IL 60093

TRUST BUT VERIFY

Monitor Michele Schaff

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics