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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Smart Investor 2 years Feb 2018 - Present
LPL Financial LLC 13 years, 2 months Dec 2006 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Aaron Schmoekel

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
I had a 401k while working for AMF Bowling Center in 2006, I wanted to know how to find out what I have in that account and cancel the plan to get the money out, How do I go about this?
You need to contact the plan custodian. This is the company that sends you your statements. If you have not seen a statement in a while, you may need to contact your former employer and request an updated statement. If your plan is valued daily, your statement should be accurate. If valued less of...  (more)
Answered Sep 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 11, 2020
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 11, 2020
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Smart Investor

    Last updated on March 29, 2019
      • $415.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 846
        Accounts
      • $491.6K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements