MS
Michael A. Schellinger
SYNERGY WEALTH MANAGEMENT LLC
HOUSTON, TX
Some features on this profile are disabled
CRD#: 6903790
MS
Professional summary
Michael Alan Schellinger, who also goes by Mike Schellinger, is a registered financial advisor currently at SYNERGY WEALTH MANAGEMENT LLC located in Houston, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Schellinger
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.
1). Synergy Independent Financial Solutions, LP. Not investment related. Houston, TX. sales of individual insurance products. Managing partner. Started in 2009. Devotes 1/3 of his time to this activity. 2). SynFinSol, LLC - this is the general partner of Synergy Independent Financial Solutions, LP. not investment-related. 5 - 10 hours per month. 3). Synergy Annuity Marketing, LP. Not investment related. Houston, TX. Marketing, recruiting and wholesaling for insurance products. Receives overrides only for agents affiliated with Synergy Annuity Marketing 5 - 10 hours per month. 4). Schellinger Holding Group, LLC - this is the general partner of Synergy Annuity Marketing, LP. Not investment-related. 3 - 5 hours per month. 5). Dynamic Planning Systems, LP. Not investment-related. Houston, TX. Managing partner. No active business through this entity. 2 hours per month. 6). Synergy Real Properties, LLC. Not investment-related. Houston, TX. Managing member - rental real estate. 1 hour per month. 7). National Marketing Consortium, Inc. Not investment-related. Houston, TX. Receives overrides 8). Synergy Tax Solutions, LLC. Not investment-related. Houston, TX. Owner/Founder. Offering consulting services to professional tax preparers and offers individual and small business tax preparation services. 1 hour/month. 0 hours during securities trading hours. 9). Basket Brigade Houston. Not investment-related. Houston, TX. Co-founder. Nonprofit organization. Less than 0 hours/month. 0 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Alan Schellinger'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®
NoneExperience
Current
August 19, 2025 - Present
SYNERGY WEALTH MANAGEMENT LLC
RIA
CRD#: 336819
HOUSTON, TX
Past
January 19, 2018 - May 12, 2025
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
RIA
CRD#: 226535
Houston, TX
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
Texas(8/19/2025)
Current Firm
SW
SYNERGY WEALTH MANAGEMENT LLC
SYNERGY WEALTH MANAGEMENT LLC
CRD#: 336819 / SEC#:
Texas
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Contact information
Main Address
Houston, TX
Mailing Address
Phone number
(832) 724-4355
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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