Mike
Office Locations: Indianapolis IN, Merrillville IN
Schankerman
Certified Financial Planner™ Professional Investment Advisor Representative
Mike's Success Story Philosophy: “Do right by people, treat them the way you would want to be treated and leave every interaction with the person across the table feeling better-educated and more prepared to attain whatever goal is being discussed. In the interest of full disclosure, I didn’t create this philosophy. It’s how I was raised.”
Areas of specialization:
Complex Individual Financial Plans
Executive Compensation Strategies (working with individuals, businesses and groups)
Insurance review and strategy creation
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Secret to His Success:
Mike’s Backstory I graduated Indiana University’s
Kelley School of Business with a degree in accounting…
Personal Interests and Motivators: Family, Classic Cars and Travel.
Family. It’s almost trite to say that you enjoy spending time with family…
Classic cars. It’s difficult to have grown up in Indianapolis when I did and not be interested in cars...
Travel. Through my profession, and with my family, I have seen more of the world than I ever dreamed I would…
Licenses & Certifications
Licenses and Certifications:
https://brokercheck.finra.org/individual/summary/1616294 to see Mike’s FINRA regulatory bio
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FINRA SEI, Series 6, 7, 63, 66 securities licenses
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Certified Financial Planner™ Professional, CFP®
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Chartered Financial Consultant, ChFC®
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Certified Fund Specialist, CFS®
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Chartered Advisor for Senior Living™, CASL®
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Retirement Income Certified Professional, RICP®
Education: Bachelor of Science in Business – Indiana University Kelley School of Business