Jan P. Schmeits

MODERN ASSET MANAGEMENT LLC

Columbus, NE 68601

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CRD#: 4722724

Professional summary

Jan Paul Schmeits, who also goes by J P Schmeits, Jan Paul Schmeits Mr., is a registered financial advisor currently at MODERN ASSET MANAGEMENT LLC located in Columbus, Nebraska.

Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J P Schmeits | Jan Paul Schmeits Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SCHMEITS, MUELLER & MARTINSEN P.C; NOT DIRECTLY INVESTMENT RELATED; 2204 14TH STREET, COLUMBUS, NE 68602-1065; CERTIFIED PUBLIC ACCOUNTING FIRM PROVIDING ACCOUNTING AND TAX RELATED CONSULTING AND PREPARATION; PRESIDENT, CPA,SHAREHOLDER; SPEND APPROXIMATELY 150 HOURS [APPROXIMATELY 140 DURING SECURITIES TRADING HOURS] PER MONTH MAY THROUGH DECEMBER AND APPROXIMATELY 215 HOURS [APPROXIMATELY 140 DURING SECURITIES TRADING HOURS] PER MONTH JANUARY THROUGH APRIL; DUTIES MAINLY CONSIST OF CONSULTING WITH TAX AND ACCOUNTING CLIENTS; TAX PLANNING AND PREPARATION OF INDIVIDUAL, CORPORATE, PARTNERSHIP, AND FIDUCIARY TAX RETURNS; ESTATE AND RETIREMENT PLANNING; AND PERFORMING THE ADMINISTRATIVE DUTIES OF OPERATING A CPA FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Paul Schmeits's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2000 - Present

MODERN ASSET MANAGEMENT LLC

Office #1: 2204 14th Street Po Box 1065, Columbus, NE 68601

RIA

CRD#: 128768

Columbus, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(1/26/2000)

IAR

Texas
(10/19/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/1999

Uniform Investment Adviser Law Examination

Current Firm

MODERN ASSET MANAGEMENT LLC

JAN PAUL SCHMEITS | MPT-MODERN ASSET MANAGEMENT | MODERN ASSET MANAGEMENT LLC | JP SCHMEITS PC

CRD#: 128768 / SEC#:

Nebraska

Registered Investment Advisory firm - (1/26/2000 Approved)

Texas

Registered Investment Advisory firm - (10/19/2016 Conditional Restricted)

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Contact information

Main Address

1365 24th Avenue, Suite 100, Columbus, NE 68601-1065

Mailing Address

P O Box 1065, Columbus, NE 68602-1065

Phone number

(402) 563-3538

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 26,430,190

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jan P. Schmeits

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Paul Schmeits's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERN ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/1999

Current Firm

MODERN ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MODERN ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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