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Jimmy Dale Schmidly

Auxan Capital Advisors, LLC

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About Jimmy Dale Schmidly

Jimmy Schmidly is a registered investment advisor representative for Auxan Capital Advisors, LLC in Springfield, MO. Jimmy has been in the industry since 11/29/1991 and has experience in offering life insurance, LTC insurance, and fixed annuities. Auxan Capital Advisors, LLC offers portfolio management for individuals, as well as selection of other advisors and pension consulting. Jimmy's registrations are active in Missouri.

Firm Information

Jimmy Schmidly is currently registered with Auxan Capital Advisors, LLC. Auxan Capital Advisors, LLC is an investment advisor based in [Main Office Address]. They provide portfolio management services for individuals and businesses, as well as pension consulting and selection of other advisors. They currently manage over $80 million in assets for over 1,000 clients. They primarily serve individuals, high-net-worth individuals, charitable organizations, and corporations. Their advisory services include portfolio management, but they do not offer financial planning or wrap fee programs.

$80.87M

Assets Under Management

6

Total Clients

6

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jimmy Schmidly’s Registration & Firm History

MO

01/12/2010 - Present

Auxan Capital Advisors, LLC (Springfield MO)

NA

11/29/1991 - 11/24/1992

PFS INVESTMENTS INC.

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Licenses & Designations

IA

Issued 02/08/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jimmy Dale Schmidly.
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