Michael Anthony Schimmel
Investment adviser representative at Wealthcare Capital Partners, LLC
11 yearsExperience
1 stateRegistered in
$407.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wealthcare Capital Partners, LLCJul 2024 to now
- Arkadios CapitalJun 2023 to now
- Wealthcare Advisory Partners LLC (dba: Fellows Financial Group)Oct 2019 to now
- Coastal Equities, Inc.Sep 2022 to Jun 2023
- LPL Financial LLCOct 2019 to Sep 2022
- Mccallum SauberJan 2019 to Oct 2019
- HSBC Bank USA N.A.Oct 2015 to Jan 2019
- HSBC Securities (USA) Inc.Oct 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthcare Capital Partners, LLC
$407.4MAssets managed
717Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4568316
- Firm CRD
- 330300