Jan Schmeits, financial advisor Columbus NE

Jan Schmeits

CRD Number: 4722724
Current Firm: Modern Asset Management LLC

Jan Schmeits (CRD# 4722724) is an Investment Advisor Representative working at Modern Asset Management LLC in Columbus, NE and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Schmeits, Mueller & Martinsen P.c. Columbus, NE Aug 2015 - Current 8
Modern Asset Management LLC Columbus, NE Sep 2006 - Current 17
J. P. Schmeits, P.c. Columbus, NE Feb 1987 - Aug 2015 28
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jan P. Schmeits
Phone Number: 402-563-3538
Firm Website: http://www.nebcpa.com
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $100,190
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NE, TX

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