Jimmy Schmidly, financial advisor Springfield MO

Jimmy Schmidly

CRD Number: 2166604
Current Firm: Auxan Capital Advisors, LLC

Jimmy Schmidly (CRD# 2166604) is an Investment Advisor Representative working at Auxan Capital Advisors, LLC in Springfield, MO and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Assemblies Of God Credit Union Springfield, MO Jun 2011 - Current 12
Auxan Capital Advisors, LLC Springfield, MO Jan 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Jimmy D. Schmidly
Phone Number: 417-268-9650
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    70
    MILLIONS
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $73,769
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, KS, LA, MO, OH, TN, TX

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