Michael K. Serchen, CFP®, CIMC®

Director of Managed Accounts

Tel: (262) 613-0027
mserchen@anchorcapital.com

Regional Coverage: MI-UP, MN, WI

 

Education

University of Wisconsin, B.S. cum laude, Business Administration and Economics, Finance, 1980

Certified Financial Planner, 1990

Certified Investment Management Consultant, 2002

Professional Background

1998-Present
Anchor Capital Advisors LLC

1996-1998
Avatar Associates Investment Counsel, VP

1993-1996
Nicholas-Applegate Securities, VP

1992-1993
IASC – RS&A Group, VP

1981-1992
Various positions in financial services industry

Other Associations

Financial Planning Association

Investment Management Consultants Association (IMCA)

Money Management Institute

Recent Updates