About Michael Schiek
About Michael Schiek
Mike Schiek works with both individual and institutional investors to provide every client with targeted, comprehensive financial advice and portfolio management — delivered with the highest level of personal service and professional integrity. He is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Mike’s extensive experience — throughout major shifts in the markets — enables him to structure balanced portfolios to help his clients address their specific financial goals.
Mike has served individuals and institutions for over 35 years. He has been listed in the prestigious Barron’s Magazine and Research Magazine as a top 1000 advisor in the United States for years 2008, 2009, 2010, 2011, 2012, and 2013 and have been listed in the top 10 in Wisconsin for those six consecutive years.* Mike believes that the pillars of his team’s investment thesis are based on understanding client needs better than the competition, continuous education for employees, clear communication, quality service, and a firm commitment to excellence . He holds a bachelor’s of business administrations degree in finance from the University of Wisconsin – Whitewater.
In his free time, Mike enjoys playing golf and spending time with his family
NMLS# 175494
Securities Agent: VA, WI, MN, NM, MS, CO, MO, MD, MA, FL, WA, NC, TN, MT, SC, SD, LA, IN, OR, OH, PA, WY, ID, TX, AL, RI, AR, AZ, GA, NV, NJ, CT, MI, KY, IL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1751494
The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The rating is not indicative of Bloom Advisors future performance. Bloom Advisors did not pay a fee to participate in the survey.
The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Securities Agent: CO, FL, NY, IN, GA, NM, IA, TX, MT, KY, KS, HI, MI, DE, SD, PA, NC, ME, AZ, VA, UT, MD, WI, VT, TN, SC, NJ, MA, CT, WY, WV, RI, OH, MS, MN, IL, ID, CA, AR, AL, WA, OR, NV, MO, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1751494