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Anna-Christina Brockschmidt

PACIFIC FINANCIAL STRATEGIES, INC·THOUSAND OAKS, California
SIE, Series 65Clean record10 years registeredPACIFIC FINANCIAL STRATEGIES, INC
223 E. THOUSAND OAKS BLVD., SUITE 403, THOUSAND OAKS, CA 91360CRD# 6317269Firm CRD# 151434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anna-Christina Brockschmidt · THOUSAND OAKS, CA
Registration
CRD #6317269 · PACIFIC FINANCIAL STRATEGIES, INC · 10 years registered
Brand Profile
Not yet started
01

Career History

PACIFIC FINANCIAL STRATEGIES, INC
Nov 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · November 11, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACIFIC FINANCIAL STRATEGIES, INC
CRD 151434 · SEC 801-70849
AUM
$138M
Regulatory assets under management
Employees
5
707 client accounts
Services offered by PACIFIC FINANCIAL STRATEGIES, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PACIFIC FINANCIAL STRATEGIES, INC →
Introduction

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Frequently Asked Questions

What services does Anna-Christina Brockschmidt offer?
Anna-Christina Brockschmidt specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Anna-Christina Brockschmidt's credentials?
Anna-Christina Brockschmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anna-Christina Brockschmidt located?
Anna-Christina Brockschmidt is based in THOUSAND OAKS, California, working with PACIFIC FINANCIAL STRATEGIES, INC. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Anna-Christina Brockschmidt charge for services?
Anna-Christina Brockschmidt's firm is compensated through percentage of aum, other: hourly/fixed fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC FINANCIAL STRATEGIES, INC?
PACIFIC FINANCIAL STRATEGIES, INC has approximately 5 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC FINANCIAL STRATEGIES, INC

Brenda Jean Coyle
THOUSAND OAKS, CA
Joseph Arthur Garcia
THOUSAND OAKS, CA

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Research
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