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Michael Anthony pierson Schimek

Investment adviser representative at Pinnacle Strategic Wealth Management, LLC.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$146.5MFirm assets

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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

Experience

15 years in the industry.

  1. Pinnacle Strategic Wealth Management, LLC.Jan 2011 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (PA).

Pinnacle Strategic Wealth Management, LLC.

$146.5MAssets managed
501Clients
2Advisers
1 yearIn 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
4622472
Firm CRD
155652
Advisor's SEC record (opens in a new tab)
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