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Stephen James Schindler

Momentum Independent Network Inc.

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About Stephen James Schindler

Stephen James Schindler is an active advisor at Momentum Independent Network Inc.. Stephen has been in the industry since 2023 and has been registered with Momentum Independent Network Inc. since 2025. Stephen holds the Series 66, Series 7TO, and SIE licenses and has been registered in Arizona, California, Florida, Idaho, Montana and has an active IA registration in Idaho. Stephen specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Stephen Schindler is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

12b-1 fees

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Stephen Schindler’s Registration & Firm History

ID

02/03/2025 - Present

Momentum Independent Network Inc. (Eagle ID)

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Licenses & Designations

BOTH

Issued 07/19/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen James Schindler.
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