Unclaimed Profile

Michael Dennis Piershale

PIERSHALE FINANCIAL GROUP, INC.·BARRINGTON, Illinois

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65ChFC24 years registeredPIERSHALE FINANCIAL GROUP, INC.

1531 S GROVE AVE, BARRINGTON, IL 60010CRD# 1108465Firm CRD# 156862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Dennis Piershale · BARRINGTON, IL

Registration

CRD #1108465 · PIERSHALE FINANCIAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PIERSHALE FINANCIAL GROUP, INC.

APOLLON WEALTH MANAGEMENT, LLC

Jul 2023 – Feb 2025

Barrington, IL

PIERSHALE FINANCIAL GROUP, INC.

Jul 2011 – Sep 2023

BARRINGTON, IL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – May 2011

CRYSTAL LAKE, IL

RAYMOND JAMES FINANCIAL SERVICES

Oct 2001 – Jan 2009

CRYASTAL LAKE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · October 9, 2001

Years registered · 24

Professional designation · ChFC

Disclosure History

2004Customer Dispute·Denied

2002Customer Dispute·Closed-No Action

2001Customer Dispute·Denied

1998Customer Dispute·Denied

1996Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PIERSHALE FINANCIAL GROUP, INC.

CRD 156862 · SEC 801-72209

AUM

$264M

Regulatory assets under management

Employees

1,412 client accounts

Services offered by PIERSHALE FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PIERSHALE FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Dennis Piershale offer?

Michael Dennis Piershale specializes in Financial Planning, Investment Management.

What are Michael Dennis Piershale's credentials?

Michael Dennis Piershale holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Dennis Piershale located?

Michael Dennis Piershale is based in BARRINGTON, Illinois, last registered with PIERSHALE FINANCIAL GROUP, INC..

How does Michael Dennis Piershale charge for services?

Michael Dennis Piershale's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PIERSHALE FINANCIAL GROUP, INC.?

PIERSHALE FINANCIAL GROUP, INC. has approximately 8 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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