Jason Schmudlach (CRD# 6002810) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Nfp Retirement, Inc. | Aliso Viejo, CA | Jun 2019 - Current | 4 |
Bronfman E.l. Rothschild Capital, LLC | Madison, WI | Apr 2016 - Dec 2019 | 3 |
Bronfman E.l. Rothschild LP | Appleton, WI | May 2013 - Dec 2019 | 6 |
Baker Tilly Capital, LLC | Appleton, WI | Nov 2011 - Apr 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- WI
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Total Assets Under Management96,454MILLIONS
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Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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