Stephen James Schindler
Investment adviser representative at Momentum Independent Network Inc.
11 yearsExperience
26 statesRegistered in
ChFC®Designation
$1.6BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Momentum Independent Network Inc.Feb 2025 to now
- LPL Financial LLCApr 2023 to Feb 2025
- Meridian Police DepartmentOct 2019 to Jun 2023
- El Cajon Police DepartmentOct 2017 to Sep 2019
- Janet's Montana CafeMay 2015 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 26 states (AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MI, MO, MS, MT, NC, NM, NV, OK, OR, PA, SD, TX, UT, VA, VT, WA).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
24 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
- 7721070
- Firm CRD
- 17587