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.”

Mike Schankerman 5.jpg
Mike Schankerman 4.jpg

Areas of specialization:

Complex Individual Financial Plans

Executive Compensation Strategies (working with individuals,  businesses and groups)

Insurance review and strategy creation

Secret to His Success:  

Mike’s Backstory  I graduated Indiana University’s Kelly 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

  • FINRA SEI, Series 6, 7, 63, 66 securities licenses 

  • Certified Financial Planner™ Professional, CFP® 

  • Chartered Financial Consultant, ChFC® 

  • Certified Fund Specialist, CFS® 

  • Chartered Advisor for Senior Living™, CASL® 

  • Retirement Income Certified Professional, RICP® 


Education:  Bachelor of Science in Business – Indiana University Kelley School of Business

3 Questions Start Here