Michael Schwab
Michael Schwab is a CFP-designated registered investment advisor at Itm, INC. (d/b/a Resource Consultants, INC.), based in Omaha, NE, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Insurance Planning. Their firm serves 27 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ITM, Inc. provides an annual sub-account allocation review on variable life insurance policies and variable annuity contracts. This report has a fixed annual fee of $200, typically charged monthly. A client can discontinue the review at any time. In certain circumstances these fees can be negotiable.
Location
2828 South 87th Street, Omaha, NE, 68124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the sole shareholder and a W-2 employee of Leafcutter Publishing Group, Inc, a publisher of digital and print books.
Employment History
Current Registrations
Itm, INC. (d/b/a Resource Consultants, INC.)
Previous Registrations
Itm, INC
State Registrations1 state
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