Alan SchmidtCRD Number: 6432350
Current Firm: Archer Investment Corporation
Compensation Model: Both
Alan Schmidt (CRD# 6432350) is an Investment Advisor Representative based in Forest Lake MN. Mr. Schmidt is the President and Founder of The Diamond Group, a nationally known finance firm specializing in retirement income planning, CD replacement and business consulting.
The relationship between Alan's firm and Archer Investment Corporation are of paramount value, professionally providing an objective voice to the portfolio management oversight.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|The Diamond Group||Forest Lake, MN||Jun 2016 - Current||1|
|Archer Investment Corporation||Indianapolis, IN||Dec 2014 - Current||3|
|United Retirement Consulting LLC||Houston, TX||Sep 2006 - Jun 2016||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management278MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$347,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
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