Unclaimed Profile

Michael Gustave Wassmann

PARK SHORE PARTNERS LLC·ERIE, Pennsylvania

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record15 years registeredPARK SHORE PARTNERS LLC

5121 ZUCK ROAD, ERIE, PA 16506CRD# 5621134Firm CRD# 145265

Profile Verification

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

Identity

Michael Gustave Wassmann · ERIE, PA

Registration

CRD #5621134 · PARK SHORE PARTNERS LLC · 15 years registered

Brand Profile

Not yet started

Career History

PARK SHORE PARTNERS LLC

Jan 2016 – present

HBKS WEALTH ADVISORS

Sep 2011 – present

PURSHE KAPLAN STERLING INVESTMENTS

May 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · May 24, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARK SHORE PARTNERS LLC

CRD 145265 · SEC 801-68594

AUM

$115M

Regulatory assets under management

Employees

5 client accounts

Services offered by PARK SHORE PARTNERS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PARK SHORE PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Gustave Wassmann offer?

Michael Gustave Wassmann specializes in Retirement Planning. Contact their office in ERIE, Pennsylvania for a consultation.

What are Michael Gustave Wassmann's credentials?

Michael Gustave Wassmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Gustave Wassmann located?

Michael Gustave Wassmann is based in ERIE, Pennsylvania, working with PARK SHORE PARTNERS LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.

How does Michael Gustave Wassmann charge for services?

Michael Gustave Wassmann's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK SHORE PARTNERS LLC?

PARK SHORE PARTNERS LLC has approximately 12 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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