Fmi Financial, Ltd.

Fmi Financial, Ltd. (CRD# 299806) is a financial advisory firm headquartered in , . They manage $58,475,645 in 443 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://twitter.com/fmi_financial
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $131,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Fmi Financial, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Frank Iozzo, financial advisor Oak Brook, IL
Frank M. Iozzo
CRD#: 5642894
Oak Brook,, IL

Frank Iozzo (CRD# 5642894) is an Investment Advisor Representative working at Fmi Financial, Ltd. in Oak Brook,, IL and has over 14 years of experience in the finance industry.

2
Katie Blechschmidt, financial advisor Oak Brook, IL
Katie L. Blechschmidt
CRD#: 7329373
Oak Brook,, IL

Katie Blechschmidt (CRD# 7329373) is an Investment Advisor Representative working at Fmi Financial, Ltd. in Oak Brook,, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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