wiseradvisor

Michael Walschot
American Capital Management, Inc.

Tel: (630) 778-6169
608 S Washington St
Suite 304
Naperville, IL 60540

Plan Today For Your Financial Happiness Tomorrow

American Capital Management, Inc. | Financial Advisor in Naperville ,IL

About American Capital Management, Inc.

As financial professionals with American Capital Management, we help individuals and companies determine their financial needs and goals and implement possible solutions. We provide a range of financial services to individuals, employers and non-profit organizations. Whether you are an individual investor seeking information, an employer or non-profit organization seeking assistance with benefits consulting or employee financial education, we are here to assist you.


General Information

Firm Start Year:   1999
No.of Employees:   5-9
Insurance License#:   16525770
Name of Broker/Dealer:   LPL Financial, Inc.
Name of Custodial Firm:   TD-Ameritrade
States Licensed in:   IL,CO,MI,MD,AZ,CA,AR,FL,GA,MN
Number of Years with Current Firm:   7
Work Experience:   26 Years of Financial Management Experience.
I work with the following types of clients:   Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments
I can meet clients in the following ways:   At your office, Via email, At my office, At your home, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Variable Annuity, Variable Life, Long Term Care, Life, Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Institute of Certified Management Accountants


Firm Information

Firm's Number of Clients:   250
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   50
Assets Managed by Firm:   $250,000,000
Assets Managed by Advisor:   $60,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:   1
Hourly Rate:   $125
Minimum Fee Charged for Managed Accounts:   $1
Minimum Fee Charged for Hourly Planning Accounts:   $1


Education

Bachelor of Science - Finance  Northern Illinois University - DeKalb, IL
08/01/1988- 08/01/1990

Masters of Business Administration - Finance  North Central College - Naperville, IL
09/01/1996- 11/01/1999



Faqs

  • What are your qualifications? What is your education background? BS Degree in Finance, MBA (Emphasis Finance), Certified Accountant, Chartered Retirement Planning Counselor. 26 Years of financial management experience.
  • What is your approach to financial planning? Determine goals, gather facts, develop financial plan, implement financial plan.
  • What services do you offer? Financial Planning, Wealth Management, Money Management, Investments, Insurance.
  • Will you be the only person working with me? Typically yes. However, occasionally other specialists and other Advisors can be used.
  • How are you compensated? How will I pay for your services? Fee Based
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Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Total Clarity Wealth Management, Inc., a registered investment advisor. Total Clarity Wealth Management, Inc. and American Capital Management, Inc.. are separate entities from LPL Financial.

Michael Walschot

Michael Walschot

CMA®, CRPC®

Michael is a Financial Planner/Adviser. He focuses on working with individuals and small business owners in identifying their aspirations and goals, and then implementing strategies to help achieve their dreams. Mike believes that a well-rounded, thought out plan that is implemented properly, is the best way to help achieve needed and desired long-term results.

After serving six years in the U.S. Army, Mike earned a B.S. in Finance from Northern Illinois University, and an M.B.A. from North Central College. He has worked in Finance and Accounting for over 20 years; most recently as a CFO and Corporate Controller. Since 2004, he is an Adjunct Instructor teaching Accounting and Business at Elgin Community College. Mike is married to his wonderful wife Cindy for over 20 years and they have 5 beautiful children; 3 sons and twin daughters. Mike believes in volunteering and helps out with schools, coaching, and teaching.

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My Services

Financial Advice & Consulting

We do a great job on incorporating your needs into your financial plan. We constantly manage and update and inform you. Always willing to provide advice to any client large or small.


Financial Planning for Individuals

We do a great job on incorporating your needs into your financial plan. We constantly manage and update and inform you. Always willing to provide advice to any client large or small.


Financial Planning for Businesses

We do a great job on incorporating your needs into your financial plan. We constantly manage and update and inform you. Always willing to provide advice to any client large or small.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM

Communities Served

Arlington Heights Aurora
Bartlett Batavia
Bolingbrook Carol Stream
Chicago Darien
Downers Grove Dundee
Elgin Geneva
Hinsdale Lisle
Medinah Montgomery
Naperville North Aurora
Oak Brook Oak Park
Palatine Palos Heights
Palos Park Park Ridge
Saint Charles South Elgin
Sugar Grove Wayne
West Chicago Wheaton
Winfield Wood Dale
Woodridge

Compensation Arrangements

Check Bank Transfer
C.O.D.

Awards & Recognitions

Pass with Distinction
(11/01/1998)

MBA Thesis

Social Networks

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