Schorn Wealth

Schorn Wealth (CRD# 304104) is a financial advisory firm headquartered in Englewood, FL. They manage $289,874,595 in 1,472 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
33 South Indiana Avenue, Englewood, FL 34223
https://www.schorn.net/
By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    1,472
    ACCOUNTS
  • Average Account Value
    $196,926
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MD, NC, NJ, NY, PA, SC, TX

Financial Advisors at Schorn Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Mercado, financial advisor Englewood FL
Daniel R. Mercado
CRD#: 2428240
33 South Indiana Avenue, Englewood, FL 34223

Daniel Mercado (CRD# 2428240) is an Investment Advisor Representative working at Schorn Wealth in Englewood, FL and has over 27 years of experience in the finance industry.

2
Thomas Schorn, financial advisor Englewood FL
Thomas Schorn
CRD#: 2928253
33 South Indiana Avenue, Englewood, FL 34223

Thomas Schorn (CRD# 2928253) is an Investment Advisor Representative working at Schorn Wealth in Englewood, FL and has over 26 years of experience in the finance industry.

3
Valerie Wagner, financial advisor Englewood FL
Valerie T. Wagner
CRD#: 7303016
33 South Indiana Avenue, Englewood, FL 34223

Valerie Wagner (CRD# 7303016) is an Investment Advisor Representative working at Schorn Wealth in Englewood, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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