Kyle Schnitman, financial advisor Abilene TX

Kyle Schnitman

CRD Number: 6113354
Current Firm: Plan Ahead Financial Management, Inc.

Kyle Schnitman (CRD# 6113354) is an Investment Advisor Representative working at Plan Ahead Financial Management, Inc. in Abilene, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Plan Ahead, Inc. Abilene, TX Jan 2008 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Kyle R. Schnitman
Phone Number: 325-672-7212
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $839,656
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

TX

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