Featured Business Financial Advisor in Naperville, IL
Naperville Financial Advisors
American Capital Management, Inc.
608 S Washington St, Suite 304
Naperville, IL 60540
(630) 778-6169
“Plan Today For Your Financial Happiness Tomorrow”
Advisor Profile
Michael Walschot
Name:  Michael Walschot
Phone Number:  (630) 778-6169
Website:  Visit Website
Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Total Clarity Wealth Management, Inc., a registered investment advisor. Total Clarity Wealth Management, Inc. and American Capital Management, Inc.. are separate entities from LPL Financial.

About American Capital Management, Inc.

As financial professionals with American Capital Management, we help individuals and companies determine their financial needs and goals and implement possible solutions. We provide a range of financial services to individuals, employers and non-profit organizations. Whether you are an individual investor seeking information, an employer or non-profit organization seeking assistance with benefits consulting or employee financial education, we are here to assist you.
 

General Information

States Willing to do Business in:    Arlington Heights,Aurora,Bartlett,Batavia,Bolingbrook,Carol Stream,Chicago,Darien,Downers Grove,Dundee,Elgin,Geneva,Hinsdale,Lisle,Medinah,Montgomery,Naperville,North Aurora,Oak Brook,Oak Park,Palatine,Palos Heights,Palos Park,Park Ridge,Saint Charles,South Elgin,Sugar Grove,Wayne,West Chicago,Wheaton,Winfield,Wood Dale,Woodridge
Name of Broker/Dealer:    LPL Financial, Inc.
I work with the following types of clients:    Investment Clubs, Businesses, Individual Investors
Insurance License#:    16525770
Number of Years with Current Firm:    7
Name of Custodial Firm:    TD-Ameritrade
States Licensed in:    IL,CO,MI,MD,AZ,CA,AR,FL,GA,MN
Work Experience:    26 Years of Financial Management Experience.
CRD#:    5962132
Years of Experience in Financial Services:    7
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Institute of Certified Management Accountants
Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Securities Licenses:    Series 7, Series 66
Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), Certified Management Accountant (CMA®)
 

Firm Information

Firm's Number of Managed Clients:    50
Firm's Number of Planning Clients:    200
Firm's Number of Clients:    250
Assets Managed by Advisor:    $60,000,000
Assets Managed by Firm:    $250,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    $1
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Fee Charged for Managed Accounts:    $1
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:    1
Hourly Rate:    $125