Lukas
Schmidt
American Portfolios Advisors, Inc
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About this Advisor
Lukas Schmidt is a financial advisor based in Holbrook, New York, working with American Portfolios Advisors, Inc. Lukas has previously held positions at Lake Health, Tremco, Aadvanced Building Products, Paycom, The L&J Investment Company, LLC, Metro Lexus, Indiano & Company Cpas, Lakeland Community College, and Indiana University. Lukas has passed the Series 66 regulatory exam and is registered to provide services in California and Ohio. Currently, Lukas is part of American Portfolios Advisors, Inc, which operates out of Holbrook, New York. The firm has 312 offices and 700 employees. The firm manages assets totaling $13.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at American Portfolios Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Portfolios Advisors, Inc Brokerage Details
$13,083,636,201
700
54,553
$239,833
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lukas Schmidt Work History
Indiano & Company Cpas
The L&J Investment Company, LLC
Metro Lexus
Paycom
Aadvanced Building Products
Lake Health
Tremco
Indiana University
Lakeland Community College
Disclosures
Please visit the SEC profile of Lukas 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 American Portfolios Advisors, Inc
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Jacksonville, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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