Unclaimed Profile

Lynn Marie Schmidt

MERITUS CAPITAL MANAGEMENT, INC.·ELGIN, Illinois

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 6527 years registeredMERITUS 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. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERITUS CAPITAL MANAGEMENT, INC.

MERITUS CAPITAL MANAGEMENT, INC.

Sep 1998 – Dec 2014

ELGIN, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · September 2, 1998

Years registered · 27

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MERITUS CAPITAL MANAGEMENT, INC.

CRD 123247 · SEC 801-66182

AUM

$36M

Regulatory assets under management

Employees

72 client accounts

Services offered by MERITUS CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MERITUS CAPITAL MANAGEMENT, INC. →

Introduction

Speak with Lynn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lynn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ELGIN?

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

Browse ELGIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lynn Marie Schmidt offer?

Lynn Marie Schmidt specializes in Financial Planning, Investment Management.

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, last registered with MERITUS CAPITAL MANAGEMENT, INC..

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →