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Steven Michael Schmitt

WILLOW FINANCIAL LLC·ROGERS, Arkansas
Unclaimed Profile
2860 WEST WALNUT STREET, ROGERS, AR 72756CRD# 5450875Firm CRD# 325785
01

About

Steven Michael Schmitt is a registered financial advisor based in ROGERS, Arkansas, affiliated with WILLOW FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WILLOW FINANCIAL LLC
WILLOW
AUM
$110M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WILLOW FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5450875
Firm CRD# 325785
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Michael Schmitt offer?
Steven Michael Schmitt specializes in Financial Planning, Investment Management. Contact their office in ROGERS, Arkansas for a consultation.
What are Steven Michael Schmitt's credentials?
Steven Michael Schmitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Schmitt located?
Steven Michael Schmitt is based in ROGERS, Arkansas, working with WILLOW FINANCIAL LLC. Their office serves clients in the ROGERS metropolitan area and surrounding communities.
How does Steven Michael Schmitt charge for services?
Steven Michael Schmitt's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLOW FINANCIAL LLC?
WILLOW FINANCIAL LLC has approximately 6 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILLOW FINANCIAL LLC

Philip A Kapler
ROGERS, AR

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Research
Advisor Fees in ArkansasNational Fee Analysis
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