Michael Schelble has been President/Treasurer/Director of Provident Trust since October 2000, is a control person of the firm and directly owns under 5% of it. Michael Schelble studied at the University of Wisconsin Law School, the University of Wisconsin School of Business and Williams College.
Provident Trust Company is a Waukesha, WI firm with $6.86B under management, 1,037 clients and 2 advisers in one office, as of its April 2026 filing.
Michael A. Schelble is President, Treasurer, Director and Portfolio Manager of Provident Trust Company, where he has been employed since its inception in 1998. Prior to Provident Trust Company, he was Vice President and Portfolio Manager for FIRMCO, which he joined in 1994. Earlier, he worked as a Trust Officer for Firstar Trust Company, which he joined in 1993.
- Provident Trust CompanyCurrent– present · 27 yearsWaukesha, WI · Adviser representative · Firm CRD 110118
Professional designations
Listed by Provident Trust
- CFA
Investment adviser representative registrations
Michael Schelble is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from January 1999; the most recent are California, Illinois and Pennsylvania, in September 2023.
- CaliforniaSince 6 September 2023
- IllinoisSince 6 September 2023
- PennsylvaniaSince 6 September 2023
- TexasResidentSince 2 January 2001
- WisconsinSince 13 January 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 August 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Anthony Schelble
- CRD
- 2353554
- Firm
- Provident Trust · CRD 110118
- Role
- President/Treasurer/Director
- Office
- N16W23217 STONE RIDGE DR., SUITE 310, Waukesha, WI 53188
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- provtrust.com
Where does Michael Schelble work?
Michael Schelble has been President/Treasurer/Director of Provident Trust Company since October 2000, and is a control person of the firm.
Is Michael Schelble a financial advisor?
Yes. Michael Schelble has a current investment-adviser registration in California, Illinois, Pennsylvania, Texas and Wisconsin, through Provident Trust since January 1999.
How many years of experience does Michael Schelble have?
Michael Schelble has 27 years in the financial industry, since January 1999, across 1 adviser firm.
What exams has Michael Schelble passed?
Michael Schelble has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in June 1993.
Where is Michael Schelble based?
Michael Schelble’s registered office is in Waukesha, WI.
Is Michael Schelble registered with FINRA?
No. Michael Schelble has no current broker registration.
Is Michael Schelble a CFA charterholder?
Provident Trust lists Michael Schelble with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Michael A. Schelble, CFA*, JD, MS biography, provtrust.com
How can I verify Michael Schelble’s record?
Search CRD 2353554 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Schelble’s full registration record.
- James HarknessDirector/Chief Executive Officer
- Thomas TuttleVice President/Secretary/Director
- James DaleyShareholder/Chief Compliance Officer/Chief Operating Officer
- Eugene JacobusDirector
- John OnzikDirector
- Marifran CreedTrustee, J. Scott & Genevieve Harkness 2003 Trust Fbo Carey T. Harkness
- Allison CreedTrustee, J. Scott Harkness 1999 Trust