AdvisorOS Directory
Claim Profile
BS

Bryan Jeffrey Schimel

NEWMAN & SCHIMEL, LLC·DEERFIELD, Illinois
Unclaimed Profile
740 WAUKEGAN ROAD, DEERFIELD, IL 60015CRD# 4512312Firm CRD# 142255
01

About

Bryan Jeffrey Schimel is a registered financial advisor based in DEERFIELD, Illinois, affiliated with NEWMAN & SCHIMEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NEWMAN & SCHIMEL, LLC
NEWMAN SCHIMEL
AUM
$320M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NEWMAN & SCHIMEL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4512312
Firm CRD# 142255
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DEERFIELD?

Browse all registered financial advisors in DEERFIELD, Illinois or claim this profile if it's yours.

Browse DEERFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bryan Jeffrey Schimel offer?
Bryan Jeffrey Schimel specializes in Investment Management, Fee-Only Advisory. Contact their office in DEERFIELD, Illinois for a consultation.
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, working with NEWMAN & SCHIMEL, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DEERFIELD
Joel Leonard Hochman — HOCHMAN COLE INVESTMENT ADVISORS, INC.Philip Jeffrey Cole — HOCHMAN COLE INVESTMENT ADVISORS, INC.Allen Curtis Berg — WAVELAND FAMILY OFFICE, LLCClemens Peter Ciupke — ROBERTS, GLORE & CO.Karen Joy Scott — COE CAPITAL MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile