Michael Groeschl

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Germantown, WI

Credentials

Series 63, Series 65

Industry experience

31 years

About

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals.

Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry.

Outside of his professional responsibilities, Michael has personal interests in baseball and movies.

Expertise

Wealth management Active portfolio management

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

FIDELITY BROKERAGE SERVICES

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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