Stephen SchmittCRD Number: 5928024
Current Firm: Mutual Of Omaha Investor Services, Inc.
Stephen Schmitt (CRD# 5928024) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Blue Bell, PA and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Mutual Of Omaha Insurance Company||Bethlehem, PA||Jun 2016 - Current||1|
|Mutual Of Omaha Investor Services||Bethlehem, PA||Jun 2016 - Current||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Jun 2016||1|
|Mcadam Financial Group||Jersey City, NJ||Oct 2014 - Jun 2016||1|
|Voya Financial Advisors (ing Fp)||Boston, MA||Jun 2011 - Oct 2014||3|
|Saint Joseph's University||Philadelphia, PA||Sep 2007 - Jun 2011||3|
|University City Housing||Philadelphia, PA||Nov 2010 - Apr 2011||< 1|
|Holy Cross High School||Delran, NJ||May 2007 - Sep 2009||2|
|Saint Joseph's University||Philadelphia, PA||Oct 2008 - May 2009||< 1|
|Unemployed||Medford, NJ||Jan 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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