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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Todd Schwendiman is an Investment Advisor Representative at Ae Wealth Management, Llc in Topeka, Kansas. Fred Todd Schwendiman has been in the industry since 2000 and has been registered with the state of Utah since 2023. Fred Todd Schwendiman is a licensed Investment Advisor Representative with the state of Utah. Fred Todd Schwendiman specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Fred Todd Schwendiman also offers publication of periodicals and selection of other advisors services. Fred Todd Schwendiman is also registered with Heritage Wealth Management and Heritage Solutions Group in Sandy, Utah. Fred Todd Schwendiman has previously been employed with Horter Investment Management, LLC in Cincinnati, Ohio, Brookstone Capital Management in Wheaton, Illinois, Precision Capital Management in Coppell, Texas, and Foundations Investment Advisors, LLC in Sandy, Utah.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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UT
03/16/2023 - Present
AE Wealth Management, LLC (Sandy UT)
IA
Issued 10/10/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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