Michael Gustafson | VP - Financial Consultant
Michael Gustafson, CFP®
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you'll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.
Financial Credentials logo

Financial Credentials

  • Series 7, 66 Securities Licenses
Experience logo


25 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Senior Wealth Management Relationship Manager, PNC Financial Services Group, 2012-2016
  • Vice President, Senior Private Banking Relationship Manager, The Northern Trust Company, 2007-2012
  • Vice President, Senior Private Banking Relationship Manager, LaSalle Bank, 2003-2007
  • Assistant Vice President, Private Banking Relationship Manager, Fifth Third Bank, 2001-2002
  • Assistant Vice President, Private Banking Relationship Manager, The First National Bank of Chicago, 1991-2001
Education logo


  • BAS - Economics, University of Illinois
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Community & Professional Affiliations

  • Special Olympics of Illinois: Annual Gala Committee Member, 2015 to present
  • Steppenwolf Theatre: Director's Circle Committee Member, 2009 to present.
  • Legacy Partners (Ann & Robert Lurie Children's' Hospital of Chicago): Member, 2014 to present
  • DuPage County Estate Planning Council: Member, 2012 to present

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Options carry a high level of risk and are not suitable for all investors.  Certain requirements must be met to trade options through Schwab.  Please read the options disclosure document titled "Characteristics and Risks of standardized Options."

With long options, investors may lose 100% of funds invested.  Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account.  Covered calls provide downside protection only to the extent of the premium received and limited upside potential to the strike price plus premium received.  Writing uncovered options involves potentially unlimited risk.

Branch Details
19 West Chicago Ave,
Naperville,IL 60540-5301