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Lynn Marie Schmidt

MERITUS CAPITAL MANAGEMENT, INC.·ELGIN, Illinois
Clean recordMERITUS CAPITAL MANAGEMENT, INC.
645 TOLLGATE ROAD, SUITE 140, ELGIN, IL 60123CRD# 2702014Firm CRD# 123247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn Marie Schmidt · ELGIN, IL
Registration
CRD #2702014 · MERITUS CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lynn Marie Schmidt is a registered financial advisor based in ELGIN, Illinois, affiliated with MERITUS CAPITAL MANAGEMENT, INC.. 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
Introduction

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03

Firm Overview

Firm
MERITUS CAPITAL MANAGEMENT, INC.
MERITUS CAPITAL MANAGEMENT, INC.
AUM
$36M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MERITUS CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2702014
Firm CRD# 123247
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lynn Marie Schmidt offer?
Lynn Marie Schmidt specializes in Financial Planning, Investment Management. Contact their office in ELGIN, Illinois for a consultation.
What are Lynn Marie Schmidt's credentials?
Lynn Marie Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Marie Schmidt located?
Lynn Marie Schmidt is based in ELGIN, Illinois, working with MERITUS CAPITAL MANAGEMENT, INC.. Their office serves clients in the ELGIN metropolitan area and surrounding communities.
How does Lynn Marie Schmidt charge for services?
Lynn Marie Schmidt's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERITUS CAPITAL MANAGEMENT, INC.?
MERITUS CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony Joseph Czechorski
ELGIN, IL

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Research
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