Wasmer, Schroeder & Company, LLC

Wasmer, Schroeder & Company, LLC (CRD# 105323) is a financial advisory firm headquartered in Naples, FL. They manage $7,634,021,308 in 3,808 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,634
    MILLION
  • Total Number of Accounts
    3,808
    ACCOUNTS
  • Average Account Value
    $2,004,732
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, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Wasmer, Schroeder & Company, LLC
Showing 1 - 10 of 24 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 & Company, LLC in Naples, FL and has over 11 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 & Company, LLC in Naples, FL and has over 27 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
David M. Vuchinich
CRD#: 2830404
600 Fifth Avenue South, Suite 210, Naples, FL 34102
96
Wealthminder
score

David Vuchinich (CRD# 2830404) is an Investment Advisor Representative working at Wasmer, Schroeder & Company, LLC in Naples, FL and has over 8 years of experience in the finance industry.

4
Michael M. Atwood
CRD#: 5833814
600 Fifth Avenue South, Suite 210, Naples, FL 34102
93
Wealthminder
score

Michael Atwood (CRD# 5833814) is an Investment Advisor Representative working at Wasmer, Schroeder & Company, LLC in Naples, FL and has over 7 years of experience in the finance industry.

5
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 & Company, LLC in Naples, FL and has over 13 years of experience in the finance industry.

6
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 & Company, LLC in Naples, FL and has over 8 years of experience in the finance industry.

7
Brian E. Ferry
CRD#: 6254901
1111 Superior Avenue, Suite 965, Cleveland, OH 44114
93
Wealthminder
score

Brian Ferry (CRD# 6254901) is an Investment Advisor Representative working at Wasmer, Schroeder & Company, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.

8
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 & Company, LLC in Naples, FL and has over 22 years of experience in the finance industry.

9
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 & Company, LLC in Cleveland, OH and has over 26 years of experience in the finance industry.

10
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 & Company, LLC in Naples, FL and has over 10 years of experience in the finance industry.

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