Cimc Michael Serchen

Michael K. Serchen, CFP®, CIMC®, serves as Senior Vice President and Director of Managed Accounts at Anchor Capital Advisors LLC, based in New Berlin, WI. In this capacity, he leads client relationships and managed account strategies throughout the Central region, delivering value-driven investment solutions tailored for high net worth individuals, institutional investors, and financial intermediaries.

Serchen specializes in value-oriented asset management, with a particular focus on risk-managed equity and multi-asset portfolios. His work emphasizes downside protection and competitive income strategies that meet diverse client objectives across market cycles, reflecting Anchor’s emphasis on capital preservation and wealth accumulation in sectors such as equities, fixed income, and balanced portfolios.

Over his extensive career, Serchen has held senior leadership roles in national field sales and investment consulting at Anchor Capital Advisors since 1998, and prior roles at Avatar Associates, Nicholas-Applegate Securities, and IASC–RS&A Group. He holds a BS in Business Administration and Economics, cum laude, from the University of Wisconsin-Stevens Point, and professional credentials as a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Consultant—demonstrating a deep expertise in financial planning, portfolio management, and client advisory for the investment industry.