Michael Schoonmaker is a registered investment advisor, based in Portland, OR, with 30 years of industry experience.
Location
1125 N.W. Couch Street, Suite 900, Portland, OR, 97209
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael works as an independent contractor participating in consulting and focus groups, answering questions about wealth management and other topics. This activity requires minimal time.
Employment History
Current Registrations
M Financial Securities Marketing, INC.Broker
January 2023 - Present · 3 yrs 8 mos
M Holdings Securities, INC.
December 2022 - Present · 3 yrs 9 mos
M Holdings Securities, INC.Broker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
American Century Investments Private Client Group, INC.
November 2017 - June 2021 · 3 yrs 7 mos
American Century Investment Services INC.Broker
September 2017 - June 2021 · 3 yrs 9 mos
Strategic Advisers, INC.
March 2002 - September 2017 · 15 yrs 6 mos
Fidelity Brokerage Services LLCBroker
October 1993 - September 2017 · 23 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.