MS
CFP
MS
CFP

Michael Schomaker

11 Years of Experience
San Ramon, CA
Broker

Michael Schomaker is a CFP-designated registered investment advisor, based in San Ramon, CA, with 11 years of industry experience.

Location

2633 Camino Ramon, Suite 200, San Ramon, CA, 94583

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History

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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Other Business Activities

Michael owns rental real estate property since 2003, dedicating minimal time to it. He is also an independent contractor as a financial advisor for Summit Financial Group, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Securian Financial Services, INC.
April 2015 - May 2023 · 8 yrs 1 mo
Securian Financial Services, INC.Broker
February 2015 - May 2023 · 8 yrs 3 mos
State Registrations21 states
AKAZCACOFLHIIDMAMDMONJNMNVNYOHORPATXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Schomaker - Financial Advisor | TrueAdvisor