James Michael Schank
Investment adviser representative at Pcg Wealth Management
46 yearsExperience
1 stateRegistered in
$931.1MFirm assets
8 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
46 years in the industry.
- Pcg Wealth ManagementDec 2018 to now
- Pcg Wealth Advisors, LLC (dba: Pcg Wealth Management)Jan 2018 to now
- LPL Financial, LLCJan 2017 to now
- Jim SchankSep 1980 to now
- V Wealth Management, LLCFeb 2017 to Jan 2018
- Craig KurthMay 2015 to Jan 2017
- Phillip FineFeb 2014 to Jan 2017
- Various Insurance Carriers for W&r Insurance AgenciesNov 2007 to Dec 2016
- Waddell & Reed, Inc.Aug 2007 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MO).
Pcg Wealth Management
Legal name: Pcg Wealth Advisors, LLC
$931.1MAssets managed
1,959Clients
18Advisers
8 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
- 5414518
- Firm CRD
- 290977