Unclaimed Profile

Bryan Jeffrey Schimel

NEWMAN & SCHIMEL, LLC·DEERFIELD, Illinois

Series 7, Series 66Clean record24 years registeredNEWMAN & SCHIMEL, LLC

740 WAUKEGAN ROAD, DEERFIELD, IL 60015CRD# 4512312Firm CRD# 142255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Jeffrey Schimel · DEERFIELD, IL

Registration

CRD #4512312 · NEWMAN & SCHIMEL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWMAN & SCHIMEL, LLC

NEWMAN SCHIMEL

Mar 2007 – Mar 2023

DEERFIELD, IL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Mar 2006 – Feb 2007

HIGHLAND PARK, IL

MESIROW FINANCIAL, INC.

Apr 2002 – Feb 2007

HIGHLAND PARK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWMAN & SCHIMEL, LLC

CRD 142255 · SEC 801-67605

AUM

$320M

Regulatory assets under management

Employees

894 client accounts

Services offered by NEWMAN & SCHIMEL, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEWMAN & SCHIMEL, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Jeffrey Schimel offer?

Bryan Jeffrey Schimel specializes in Investment Management, Fee-Only Advisory.

What are Bryan Jeffrey Schimel's credentials?

Bryan Jeffrey Schimel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Jeffrey Schimel located?

Bryan Jeffrey Schimel is based in DEERFIELD, Illinois, last registered with NEWMAN & SCHIMEL, LLC.

How does Bryan Jeffrey Schimel charge for services?

Bryan Jeffrey Schimel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWMAN & SCHIMEL, LLC?

NEWMAN & SCHIMEL, LLC has approximately 2 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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