Alan Schmidt, financial advisor Forest Lake MN
100 score

Alan Schmidt

CRD 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.

 

CONTACT
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Company Name Location Dates Years
The Diamond Group Forest Lake, MN Jun 2016 - Current < 1
Archer Investment Corporation Indianapolis, IN Dec 2014 - Current 2
United Retirement Consulting LLC Houston, TX Sep 2006 - Jun 2016 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Alan B. Schmidt
Phone Number: (651) 321-2444
Registered State(s):
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $145,833
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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