Foster W. Bachschmidt

AVIATOR'S WEALTH MANAGEMENT

DELAND, FL

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CRD#: 7635371

Professional summary

Foster W Bachschmidt is a registered financial advisor currently at AVIATOR'S WEALTH MANAGEMENT located in Deland, Florida.

Foster is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Foster has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Certified Flight Instructor - Sole Proprietorship Riverside Military Academy 2001 Riverside Dr. Gainesville, GA 30501 Trustee - Non-Investment related business Started - 06/2021 3-5 hours per month and no compensation received I serve as a member of the Board of Trustees. Umeris Holdings, LLC Umeris Aerospace, LLC Umeris Investments, LLC Umeris Opportunity Ventures, LLC Umeris Equine Ventures, LLC Unlimited Aerobatics, LLC All located at my home address: 8444 Leeward Air Ranch Circle Ocala, FL 34472 I own all of these LLCs and they serve as liability shell companies for various assets that I own. They all have no revenues and do not operate in any business function beyond serving as a liability shell coproration. As such, I do not spend any time at all managing these businesses. All are inactive at this point in time and will remain inactive indefinitely.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Foster W Bachschmidt's CRS (Customer Relationship Summary).

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

February 25, 2025 - Present

AVIATOR'S WEALTH MANAGEMENT

RIA

CRD#: 330735

DELAND, FL

Past

February 1, 2023 - December 19, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

THE VILLAGES, FL

Past

December 19, 2022 - December 19, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

THE VILLAGES, FL

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

Alaska
(4/15/2025)

IAR

California
(2/26/2025)

IAR

Colorado
(4/24/2025)

IAR

Florida
(4/9/2025)

IAR

Hawaii
(5/6/2025)

IAR

Idaho
(2/25/2025)

IAR

North Dakota
(4/17/2025)

IAR

South Carolina
(4/9/2025)

IAR

Texas
(2/25/2025)

IAR

Utah
(2/26/2025)

IAR

Washington
(4/22/2025)

IAR

Wisconsin
(4/9/2025)

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 66

Date: 1/25/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/19/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/20/2022

Securities Industry Essentials Examination

Current Firm

AVIATOR'S WEALTH MANAGEMENT

CRD#: 330735 / SEC#: 801-130449

RIA

Registered Investment Advisory firm - (2/25/2025 120-Day Approval)

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Contact information

Main Address

Deland, FL

Mailing Address

Phone number

+1 (352) 763-3335

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTMENT ADVISER BROCHURE (1/31/2025)

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.

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Foster W. Bachschmidt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Foster W Bachschmidt's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVIATOR'S WEALTH MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2023

Series 7TO

Date: 12/19/2022

SIE

Date: 10/20/2022

Current Firm

AVIATOR'S WEALTH MANAGEMENT

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

AVIATOR'S WEALTH MANAGEMENT

TRUST BUT VERIFY

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