Tyson Schmidt (CRD# 4687280) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lapeer, MI and has over 20 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4575799
A & L Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | May 2016 - Current | 8 |
| Lapeer County Bank & Trust Company/choiceone Bank | Lapeer, MI | May 2016 - Current | 8 |
| Thrivent Financial For Lutherans | Appleton, WI | Aug 2003 - May 2016 | 12 |
| Thrivent Investment Management Inc. | Frankenmuth, MI | Jul 2003 - May 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
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