Michael Schimek has been Partner, CCO of Pinnacle Strategic Wealth Management since October 2010, is a control person of the firm and directly owns under 5% of it.
Pinnacle Strategic Wealth Management, LLC. is a King of Prussia, PA firm with $146M under management, 501 clients and 2 advisers across 2 offices, as of its October 2026 filing.
Michael Schimek’s longest registration is the current one, 15 years at Pinnacle Strategic Wealth Management since 2011. Before joining Pinnacle Strategic Wealth Management in 2011, Michael Schimek was registered through Simon Capital Management and Financial Network Investment Corporation.
- – present · 15 yearsKing of Prussia, PA · Adviser representative · Firm CRD 155652
- Simon Capital Management– · under a yearArdmore, PA · Adviser representative · Firm CRD 132581
- Financial Network Investment Corporation– · under a yearConshohocken, PA · Adviser representative · Firm CRD 13572
- Ameriprise Financial Services, Inc.– · 5 yearsConshohocken, PA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Michael Schimek is registered as an investment adviser representative in Pennsylvania, since February 2011.
- PennsylvaniaSince 24 February 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 April 2003 |
| Series 7 | General Securities Representative Examination | 13 March 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Anthony Pierson Schimek
- CRD
- 4622472
- Firm
- Pinnacle Strategic Wealth Management · CRD 155652
- Role
- Partner, CCO
- Office
- 630 FREEDOM BUSINESS CENTER, THIRD FLOOR, King of Prussia, PA 19406
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Schimek work?
Michael Schimek has been Partner, CCO of Pinnacle Strategic Wealth Management, LLC. since October 2010, and is a control person of the firm.
Is Michael Schimek a financial advisor?
Yes. Michael Schimek has a current investment-adviser registration in Pennsylvania, through Pinnacle Strategic Wealth Management since February 2011.
How many years of experience does Michael Schimek have?
Michael Schimek has 21 years in the financial industry, since January 2005, across 4 adviser firms.
What exams has Michael Schimek passed?
Michael Schimek has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2003.
Where did Michael Schimek work before Pinnacle Strategic Wealth Management?
Before Pinnacle Strategic Wealth Management, Michael Schimek was registered through Financial Network Investment Corporation, December 2008 to January 2009; Ameriprise Financial Services, Inc., July 2003 to December 2008.
Where is Michael Schimek based?
Michael Schimek’s registered office is in King of Prussia, PA.
Is Michael Schimek registered with FINRA?
No. Michael Schimek has no current broker registration.
How can I verify Michael Schimek’s record?
Search CRD 4622472 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Schimek’s full registration record.