Alan
Schmidt
Financial & Tax Architects, LLC
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About this Advisor
Alan Schmidt is a financial advisor who works in Edina, Minnesota with a total of 3 years of relevant experience. Schmidt is currently employed by Financial & Tax Architects, LLC. Schmidt has gained experience at Archer Investment Corporation, The Diamond Group, The Financial Fire Marshal and Eca Marketing Nfp. Schmidt holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Minnesota. Financial & Tax Architects, LLC is an advisory business based in Saint Louis, MO. The company has offices in six locations and a total of 26 people on staff. It has $317 million in total assets across its 3,059 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 3,059 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types charged by Financial & Tax Architects, LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial & Tax Architects, LLC Brokerage Details
$317,160,000
26
3,059
$103,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Alan Schmidt Work History
Alan has been registered as a financial advisor for 3 years.*
Eca Marketing Nfp
The Financial Fire Marshal
Archer Investment Corporation
The Diamond Group
*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 Alan Schmidt 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 Financial & Tax Architects, LLC
Saint Louis, MO
Saint Louis, MO
Upper Marlboro, MD
Saint Louis, MO
Overland Park, KS
Saint Louis, MO
Saint Louis, MO
Edina, MN
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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