Bryan J. Schimel
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryan Jeffrey Schimel, CFP® was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 2002. Bryan had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2016
Experience
March 9, 2007 - March 7, 2023
NEWMAN SCHIMEL
March 23, 2006 - February 28, 2007
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
April 4, 2002 - February 28, 2007
MESIROW FINANCIAL, INC.
March 23, 2002 - February 28, 2007
MESIROW FINANCIAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NEWMAN SCHIMEL
CRD#: 142255 / SEC#: 801-67605
Contact information
Regulatory assets under management
| Total Number of Accounts | 894 |
| AUM (Assets Under Management) | $ 319,588,224 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
