Gregory Schmitz (CRD# 5126832) is an Investment Advisor Representative working at Copiam Wealth Management, LLC in The Colony, TX and has over 18 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copiam Wealth Management, LLC | The Colony, TX | Sep 2014 - Current | 9 |
| Talis Advisory Services, LLC | Plano, TX | Apr 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- TX
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Total Assets Under Management19MILLIONS
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Total Number of Accounts95ACCOUNTS
-
Average Account Value$204,361
- 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
- Educational seminars/workshops
TX
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