Gavin
Schmidtmann
Secure Asset Management, L.L.C
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About this Advisor
Gavin Schmidtmann is a financial advisor based out of Bloomfield Hills, Michigan who has 1 year of industry experience. Schmidtmann works at Secure Asset Management, L.L.C. Over the course of their career, they have held roles at Oakland Hills Country Club, Country Club Of Lansing, Ferris State University, Lansing Community College, Bath High School, Secure Asset Management LLC and Aurora Securities Inc. Schmidtmann maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Secure Asset Management, L.L.C is an advisory company that has its headquarters in Troy, MI. The company has offices in 15 locations and a total of 37 advisors. It has $440 million in total assets among its 2,376 accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,376 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually are based on the financial services offered. However, fee types billed by Secure Asset Management, L.L.C most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$439,981,505
37
2,376
$185,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gavin Schmidtmann Work History
Gavin has been registered as a financial advisor for 1 years.*
Secure Asset Management LLC
Aurora Securities Inc
Oakland Hills Country Club
Country Club Of Lansing
Ferris State University
Lansing Community College
Country Club Of Lansing
Bath High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gavin Schmidtmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secure Asset Management, L.L.C
Troy, MI
Bloomfield, MI
Troy, MI
Fort Wayne, IN
Ladera Ranch, CA
Troy, MI
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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