Michael Jerome Gentsch
Investment adviser representative at Focus Partners Wealth, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm assets
Are you Michael Jerome Gentsch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Focus Partners Wealth, LLCMay 2024 to now
- N/aFeb 2024 to Apr 2024
- Schwab Private Client Investment Advisory, Inc.Apr 2021 to Jan 2024
- Charles Schwab & Co., Inc.Jun 2009 to Jan 2024
- Charles Schwab BankJun 2009 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 5028447
- Firm CRD
- 159289