Wasmer Schroeder & Co Inc.

Wasmer Schroeder & Co Inc. (CRD# 105323) is a financial advisory firm headquartered in Naples, FL. They manage $5,759,118,986 in 2,387 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,759
    MILLION
  • Total Number of Accounts
    2,387
    ACCOUNTS
  • Average Account Value
    $2,412,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Wasmer Schroeder & Co Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Emily M. Riddell
CRD#: 5859237
600 Fifth Avenue South, Suite 210, Naples, FL 34102
96
Wealthminder
score

Emily Riddell (CRD# 5859237) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 10 years of experience in the finance industry.

2
Michael J. Schroeder
CRD#: 1007003
600 Fifth Avenue South, Suite 210, Naples, FL 34102
96
Wealthminder
score

Michael Schroeder (CRD# 1007003) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 26 years of experience in the finance industry. Michael 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.

3
Jason D. Diefenthaler
CRD#: 4895764
600 Fifth Avenue South, # 210, Naples, FL 34102
93
Wealthminder
score

Jason Diefenthaler (CRD# 4895764) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 12 years of experience in the finance industry.

4
Brian M. Dixon
CRD#: 5724698
600 Fifth Avenue South, Suite 210, Naples, FL 34102
93
Wealthminder
score

Brian Dixon (CRD# 5724698) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 6 years of experience in the finance industry.

5
Douglas E. Fowler
CRD#: 2705037
600 Fifth Avenue South, Suite 210, Naples, FL 34102
93
Wealthminder
score

Douglas Fowler (CRD# 2705037) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 20 years of experience in the finance industry.

6
John S. Majoros
CRD#: 1975104
1111 Superior Avenue, Suite 965, Cleveland, OH 44114
93
Wealthminder
score

John Majoros (CRD# 1975104) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Cleveland, OH and has over 25 years of experience in the finance industry.

7
Edward A. Morton
CRD#: 5297520
600 Fifth Avenue South, Suite 210, Naples, FL 34102
93
Wealthminder
score

Edward Morton (CRD# 5297520) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 8 years of experience in the finance industry.

8
Ralph G. Norton
CRD#: 1073111
600 Fifth Avenue South, Suite 210, Naples, FL 34102
93
Wealthminder
score

Ralph Norton (CRD# 1073111) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Naples, FL and has over 12 years of experience in the finance industry.

9
Thomas N. Richmond
CRD#: 1799638
1111 Superior Avenue, Suite 965, Cleveland, OH 44114
93
Wealthminder
score

Thomas Richmond (CRD# 1799638) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Cleveland, OH and has over 28 years of experience in the finance industry.

10
Christopher E. Sheehan
CRD#: 5716953
1111 Superior Avenue, Suite 965, Cleveland, OH 44114
93
Wealthminder
score

Christopher Sheehan (CRD# 5716953) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Cleveland, OH and has over 6 years of experience in the finance industry.

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