Unclaimed
Michael Schudel is a financial advisor who has been in the industry since 2008. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael works at Smart Wealth, LLC and is registered with the state of Nebraska.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
NE
08/04/2024 - Present
Smart Wealth, LLC (OMAHA NE)
NE
02/01/2008 - 07/03/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
IA
Issued 10/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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