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Thatcher Scott Schwendiman

Investment adviser representative at New Millennium Group
12 yearsExperience
1 stateRegistered in
$257MFirm assets
5 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 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

Experience

12 years in the industry.

  1. New Millennium GroupJan 2026 to now
  2. Utah Valley UniversityJan 2024 to now
  3. Strategic Retirement PartnersApr 2025 to Dec 2025
  4. UnemployedMar 2023 to Jan 2024
  5. Kentson Car CompanyAug 2022 to Mar 2023
  6. UnemployedMay 2022 to Aug 2022
  7. University of UtahAug 2020 to May 2022
  8. UnemployedMar 2020 to Aug 2020
  9. Church of Jesus Christ of Latter-day SaintsAug 2018 to Mar 2020
  10. UnemployedMay 2018 to Aug 2018
  11. Brighton High SchoolAug 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (UT).

New Millennium Group

Legal name: New Millennium Group, LLC

$257MAssets managed
895Clients
13Advisers
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
8176586
Firm CRD
299249
Advisor's SEC record (opens in a new tab)
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