Michael
Troxler

Scf Investment Advisors, Inc

CRD#2850254
Investment Advisor
in Fresno, CA

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About this Advisor

Michael Troxler is a certified financial planner who works in Fresno, California with 7 years of industry experience. Troxler is an employee of Scf Investment Advisors, Inc. During their career, the advisor has held roles at Scf Securities, Inc, Scf Investment Advisors, Inc, Alaska Airlines, Ge Ltc and Vista Financial Planning Group. Troxler maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Texas and Wisconsin. Scf Investment Advisors, Inc is a company that has its headquarters in Fresno, CA. The company has offices in 73 locations and a total of 267 people on staff. It handles $2 billion in assets between its 7,762 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves four charitable organizations. Of its 7,762 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. Scf Investment Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services are provided. Fees charged by Scf Investment Advisors, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

155 E. Shaw Avenue Suite #102
Fresno, CA 93710

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

CA Average: $7,578,581,321
Total Number of Employees

267

CA Average: 43
Total Number of Accounts

7,762

CA Average: 3,727
Average Account Size

$228,213

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Troxler Work History

Michael has been registered as a financial advisor for 7 years.*

2007 - Present (17 years)

Vista Financial Planning Group

2003 - Present (21 years)

Scf Investment Advisors, Inc

2003 - Present (21 years)

Ge Ltc

2002 - Present (22 years)

Scf Securities, Inc

2002 - Present (22 years)

Alaska Airlines

*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 Michael Troxler 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 Scf Investment Advisors, Inc

James Groce
Fresno, CA
Justin Leland
Bakersfield, CA
John Prewitt
Dallas, TX
Reyn Wicklund
Fresno, CA
Maegan Cooley
Prescott Valley, AZ
Scott Bresky
Fresno, CA
Kyle Gardner
Fresno, CA
Nathan Sorensen
Safford, AZ

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.

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