Unclaimed Profile

Michelle Jean Piech

HOBERT & SVOBODA, INC.·BROOKFIELD, Wisconsin

Series 7, Series 24, Series 63, Series 65Clean record14 years registeredHOBERT & SVOBODA, INC.

350 BISHOPS WAY, BROOKFIELD, WI 53005CRD# 2483091Firm CRD# 25388

Profile Verification

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

Identity

Michelle Jean Piech · BROOKFIELD, WI

Registration

CRD #2483091 · HOBERT & SVOBODA, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HOBERT & SVOBODA, INC.

HOBERT & SVOBODA, INC.

Feb 2012 – Dec 2019

BROOKFIELD, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 8, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOBERT & SVOBODA, INC.

CRD 25388 · SEC 801-17285

AUM

$62M

Regulatory assets under management

Employees

506 client accounts

Services offered by HOBERT & SVOBODA, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HOBERT & SVOBODA, INC. →

Introduction

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Frequently Asked Questions

What services does Michelle Jean Piech offer?

Michelle Jean Piech specializes in Investment Management, Wealth Management.

What are Michelle Jean Piech's credentials?

Michelle Jean Piech is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Jean Piech located?

Michelle Jean Piech is based in BROOKFIELD, Wisconsin, last registered with HOBERT & SVOBODA, INC..

How does Michelle Jean Piech charge for services?

Michelle Jean Piech's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOBERT & SVOBODA, INC.?

HOBERT & SVOBODA, INC. has approximately 6 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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