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MS

Michael R. Schmidt

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CRD#: 5554700
MS

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.

Michael R Schmidt, who also goes by Mike Schmidt, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2008. Michael had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Schmidt

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 19, 2011 - December 31, 2012

SCHMIDT, MICHAEL R.

RIA
CRD#: 150165
ACWORTH, GA
Past

July 6, 2011 - September 15, 2011

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RIA
CRD#: 143384
ACWORTH, GA
Past

June 28, 2011 - September 15, 2011

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
MARIETTA, GA
Past

March 29, 2011 - June 23, 2011

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
ATLANTA, GA
Past

March 29, 2011 - June 23, 2011

GIRARD SECURITIES, INC.

BD
CRD#: 18697
ATLANTA, GA
Past

April 29, 2009 - November 24, 2010

SCHMIDT, MICHAEL R.

RIA
CRD#: 150165
ACWORTH, GA
Past

April 6, 2009 - June 17, 2009

WOODSTOCK FINANCIAL GROUP, INC.

RIA
CRD#: 38095
ACWORTH, GA
Past

October 14, 2008 - June 17, 2009

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
ACWORTH, GA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/30/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SM
SCHMIDT, MICHAEL R.
SCHMIDT, MICHAEL R. | THAT RETIREMENT GUY

CRD#: 150165 / SEC#:

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Contact information


Main Address
Acworth, GA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


SCHMIDT, MICHAEL R.

CRD#: 150165

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