Fred Schwendiman (CRD# 6271714) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sandy, UT and has over 10 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Mar 2023 - Current | 1 |
Schwendiman & Company, Inc. Dba Of Heritage Wealth Management | Sandy, UT | Jan 2000 - Current | 24 |
Foundations Investment Advisors, LLC | Sandy, UT | Jan 2022 - Mar 2023 | 1 |
Brookstone Capital Management | Wheaton, IL | Dec 2015 - Dec 2021 | 6 |
Schwendiman & Company, Inc. Dba Of Heritage Solutions Group | Sandy, UT | Jan 2000 - Sep 2021 | 21 |
Precision Capital Management | Coppell, UT | Apr 2015 - Dec 2015 | < 1 |
Brookstone Capital Management | Wheaton, IL | Mar 2015 - Apr 2015 | < 1 |
Horter Investment Management, LLC | Cincinnati, OH | Nov 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- UT
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Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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