Michael D. Pensinger

PENSINGER FINANCIAL

Lemont, IL

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CRD#: 4866979

Professional summary

Michael David Pensinger, CFP® is a registered financial advisor currently at PENSINGER FINANCIAL, INC. located in Lemont, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 2 firms and has passed the Series 65 exam.

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.

DENANSON DEVELOPMENT LLC SERIES DREXEL MANOR; REAL ESTATE DEVELOPMENT, NOT INVESTMENT RELATED, DON'T RECEIVE ANY COMMISSIONS FROM THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Pensinger'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 14, 2014 - Present

PENSINGER FINANCIAL, INC.

RIA

CRD#: 169718

Lemont, IL

Past

August 2, 2013 - January 10, 2014

EVANSTON ADVISORS

RIA

CRD#: 106269

SCHAUMBURG, IL

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
(4/14/2014)

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: 8/1/2013

Uniform Investment Adviser Law Examination

Current Firm

PENSINGER FINANCIAL, INC.

PENSINGER FINANCIAL, INC. | PENSINGER, MICHAEL D.

CRD#: 169718 / SEC#:

Illinois

Registered Investment Advisory firm - (4/14/2014 Approved)

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Contact information

Main Address

Lemont, IL

Mailing Address

Phone number

(630) 754-7580

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	251
AUM (Assets Under Management)	$ 41,232,241

Red Flags

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

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Michael D. Pensinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Pensinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENSINGER FINANCIAL, INC.

EVANSTON ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2013

Current Firm

PENSINGER FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PENSINGER FINANCIAL, INC.

TRUST BUT VERIFY

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