Dillon Schroeder (CRD# 7700354) is an Investment Advisor Representative working at Foresight Capital Management Advisors, Inc. in Saline, MI and has 1 year of experience in the finance industry. Dillon Schroeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foresight Capital Management Advisors, Inc. | Saline, MI | Jan 2023 - Current | 1 |
| Foresight Capital Management Advisors, Inc. | Saline, MI | May 2021 - Dec 2022 | 1 |
| Foresight Capital Management Advisors, Inc. | Saline, MI | May 2020 - May 2021 | 1 |
| Eastern Michigan University | Ypsilanti, MI | Sep 2019 - May 2021 | 1 |
| Bedford Hills Golf Course | Temperance, MI | Jul 2019 - Sep 2019 | < 1 |
| Eastern Michigan University | Ypsilanti, MI | Jun 2017 - Jul 2019 | 2 |
| Bedford Senior High School | Temperance, MI | Jan 2017 - May 2017 | < 1 |
| The Village Inn Pizzeria | Temperance, MI | Aug 2016 - Jan 2017 | < 1 |
| Bedford Senior High School | Temperance, MI | Jul 2014 - Aug 2016 | 2 |
| Bedford Junior High School | Temperance, MI | Sep 2012 - Jun 2014 | 1 |
- MI
- OH
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts915ACCOUNTS
-
Average Account Value$275,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
MI, NC, OH, VI
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