Michael Birschbach is a CFP-designated registered investment advisor, based in Mequon, WI, with 6 years of industry experience.
Location
12740 N River Rd, Mequon, WI, 53092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an associate/employee at Gentian Financial, Inc. since February 2024, where he focuses on financial planning and managing client relationships, taking about half of his time. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations12 states
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