Dillon Micheal Schroeder
Investment adviser representative at Foresight Capital Management Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$351.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Foresight Capital Management Advisors, Inc.Jan 2023 to now
- Foresight Capital Management Advisors, IncMay 2020 to Dec 2022
- Eastern Michigan UniversitySep 2019 to May 2021
- Bedford Hills Golf CourseJul 2019 to Sep 2019
- Eastern Michigan UniversityJun 2017 to Jul 2019
- Bedford Senior High SchoolJan 2017 to May 2017
- The Village Inn PizzeriaAug 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MI, OH).
Foresight Capital Management Advisors, Inc.
$351.1MAssets managed
577Clients
3Advisers
11 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
- 7700354
- Firm CRD
- 147014