Alan Bradley Schmidt
Investment adviser representative at Financial & Tax Architects, LLC
20 yearsExperience
1 stateRegistered in
$506.2MFirm assets
7 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Financial & Tax Architects, LLCApr 2020 to now
- Eca Marketing NfpJul 2019 to now
- The Financial Fire MarshalFeb 2018 to now
- Archer Investment CorporationDec 2014 to Jul 2019
- The Diamond GroupSep 2006 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
Financial & Tax Architects, LLC
$506.2MAssets managed
1,574Clients
38Advisers
7 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
- 6432350
- Firm CRD
- 119169