Kevin C. Schiedel

SIMPLIFIED RETIREMENT

Charlottesville, VA

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CRD#: 7782220

Professional summary

Kevin Christopher Schiedel, who also goes by Chris Schiedel, is a registered financial advisor currently at SIMPLIFIED RETIREMENT located in Charlottesville, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kevin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Schiedel

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.

I am currently a school psychologist with Greene County Public Schools, located at 40 Celt Road, PO Box 1140, Stanardsville, VA 22973. I began employment in this school district in July 2021 and work Monday through Friday from 8:00 am to 3:15 pm. This job is not investment-related, and is primarily a special education role across the school division.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Christopher Schiedel'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

August 29, 2023 - Present

SIMPLIFIED RETIREMENT

RIA

CRD#: 327670

Charlottesville, VA

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

Virginia
(8/29/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2022

Uniform Investment Adviser Law Examination

Current Firm

SIMPLIFIED RETIREMENT

SCHIEDEL, KEVIN CHRISTOPHER | SIMPLIFIED RETIREMENT

CRD#: 327670 / SEC#:

Virginia

Registered Investment Advisory firm - (8/29/2023 Approved)

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Contact information

Main Address

Charlottesville, VA

Mailing Address

Phone number

(434) 260-1473

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Kevin C. Schiedel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Christopher Schiedel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLIFIED RETIREMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2022

Current Firm

SIMPLIFIED RETIREMENT

Contact information

Documents

Red Flags

Company Information

SIMPLIFIED RETIREMENT

TRUST BUT VERIFY

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