Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bradley Schmidt is a financial professional registered with Financial & TAX Architects, LLC. Alan is also registered with the state of Minnesota, and has been in the industry since 2006. Alan's firm provides financial planning, portfolio management and other services. Alan has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Alan's firm specializes in serving high-net-worth individuals, other investment advisors, and individuals other than high-net-worth clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
04/21/2020 - Present
Financial & TAX Architects, LLC (Edina MN)
IA
Issued 12/04/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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