Christine
Schilling

Executive Wealth Management, LLC

CRD#4223231
Investment Advisor
in Brighton, MI

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About this Advisor

Christine Schilling is a financial advisor based in Brighton, Michigan, working with Executive Wealth Management, LLC. Christine has previously held positions at Mary Kay Inc, Thrivent Financial, Executive Wealth Management, Private Client Services, Executive Wealth Management, LLC, Thrivent Investment Management Inc, Community Choice Credit Union, and Community Financial Credit Union. Christine has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in Arizona, California, Florida, Georgia, Louisiana, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Christine is part of Executive Wealth Management, LLC, which operates out of Brighton, Michigan. The firm has 10 offices and 60 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Executive Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

135 West North Street
Brighton, MI 48116

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Executive Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,438,725,950

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

60

MI Average: 21
Total Number of Accounts

7,577

MI Average: 1,586
Average Account Size

$189,881

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Christine Schilling Work History

2023 - Present (1 year)

Executive Wealth Management, LLC

2022 - 2023 (1 year)

Executive Wealth Management

2022 - 2022 (< 1 year)

Private Client Services

2017 - 2017 (< 1 year)

Thrivent Financial

2017 - 2022 (5 years)

Thrivent Financial

2017 - 2022 (5 years)

Thrivent Investment Management Inc

2015 - 2015 (< 1 year)

Mary Kay Inc

2015 - 2017 (2 years)

Community Choice Credit Union

2006 - 2015 (9 years)

Community Financial Credit Union

Disclosures

Please visit the SEC profile of Christine Schilling 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

Megan Hurches
Brighton, MI
Suchitra Busch
Brighton, MI
Duane Johnson
Brighton, MI
Jennifer Ralston
Brighton, MI
Zachary Messina
Brighton, MI
David Lawrence
Northville, MI
Joseph Beauchamp
Brighton, MI
Andrew Szewc
Brighton, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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