Michael
Chechel

Executive Wealth Management, LLC

CRD#2823342
Investment Advisor
in Venice, FL

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About this Advisor

Michael Chechel is a financial advisor operating out of Venice, Florida who has 13 years of relevant experience. Chechel is an advisor for Executive Wealth Management, LLC. Chechel has gained experience at Executive Financial Planning, Inc, Invest Financial Corp, Executive Wealth Management, LLC, 401(K) Gps, Inc, Ewm Capital, LLC, Ewm Tax Solutions, LLC and Private Client Services LLC. Chechel holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, California, Florida, Georgia, Louisiana, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia. Executive Wealth Management, LLC is an advisory company that has its headquarters in Brighton, MI. The company has offices in 10 locations and a total of 31 financial advisors. It has $1 billion in assets under management across its 7,269 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 7,269 client accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Executive Wealth Management, LLC can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

126 Shamrock Blvd
Venice, FL 34293

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Executive Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,177,510,126

FL Average: $943,424,332
Total Number of Employees

31

FL Average: 21
Total Number of Accounts

7,269

FL Average: 1,586
Average Account Size

$161,991

FL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Chechel Work History

Michael has been registered as a financial advisor for 13 years.*

2021 - Present (3 years)

Ewm Tax Solutions, LLC

2021 - Present (3 years)

Executive Wealth Management, LLC

2017 - Present (7 years)

Ewm Capital, LLC

2007 - Present (17 years)

Executive Financial Planning, Inc

2017 - 2022 (5 years)

Private Client Services LLC

2011 - 2017 (6 years)

401(K) Gps, Inc

2009 - 2017 (8 years)

Invest Financial Corp

2007 - 2020 (13 years)

Executive Wealth Management, LLC

*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 Chechel 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 Executive Wealth Management, LLC

Zachary Messina
Brighton, MI
Andrew Szewc
Brighton, MI
James Plaskey
Brighton, MI
Robert Larsen
Brighton, MI
Kevin Cross
Brighton, MI
Christopher Hopkins
Venice, FL
Duane Johnson
Brighton, MI
Drake Hogan
Brighton, MI

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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