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Anna-Christina Brockschmidt

PACIFIC FINANCIAL STRATEGIES, INC·THOUSAND OAKS, California
Unclaimed Profile
223 E. THOUSAND OAKS BLVD., SUITE 403, THOUSAND OAKS, CA 91360CRD# 6317269Firm CRD# 151434
01

About

Anna-Christina Brockschmidt is a registered financial advisor based in THOUSAND OAKS, California, affiliated with PACIFIC FINANCIAL STRATEGIES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PACIFIC FINANCIAL STRATEGIES, INC
PACIFIC FINANCIAL STRATEGIES, INC
AUM
$138M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PACIFIC FINANCIAL STRATEGIES, INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Other: HOURLY/FIXED FEES FOR FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 6317269
Firm CRD# 151434
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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