Michael Lee Schudel
Investment adviser representative at Smart Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$686.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Smart Wealth, LLCOct 2021 to now
- Retire Smart, LLCJul 2020 to now
- Ae Wealth Management, LLCJul 2020 to Oct 2021
- Retirement Wealth Advisors, Inc.Nov 2019 to Apr 2020
- D. Bryant Retirement StrategiesOct 2019 to Apr 2020
- Lot Talk ConsultingJan 2017 to Oct 2019
- Carson WealthJul 2014 to Jan 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5389541
- Firm CRD
- 315496