Anna
Brockschmidt
Pacific Financial Strategies, Inc
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About this Advisor
Anna Brockschmidt is a financial advisor working in Thousand Oaks, California, with 8 years of relevant experience. Brockschmidt is an employee of Pacific Financial Strategies, Inc. Their career trajectory has included roles at Pacific Financial Strategies and City Of Agoura Hills. Brockschmidt has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in California, Texas and Utah. Pacific Financial Strategies, Inc is a business that has its headquarters in Thousand Oaks, CA. The company has offices in two locations and just five financial advisors. It has $118 million in assets under management between its 817 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 817 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by Pacific Financial Strategies, Inc most likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Financial Strategies, Inc Brokerage Details
$117,988,403
5
817
$144,417
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Anna Brockschmidt Work History
Anna has been registered as a financial advisor for 8 years.*
Pacific Financial Strategies
City Of Agoura Hills
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anna Brockschmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Financial Strategies, Inc
Thousand Oaks, CA
Thousand Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
