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Bethanie J Schmelig

1248 PARTNERS, LLC·KANSAS CITY, Missouri
Clean record1248 PARTNERS, LLC
4622 PENNSYLVANIA AVE., STE. 600, KANSAS CITY, MO 64112CRD# 6295397Firm CRD# 325304

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bethanie J Schmelig · KANSAS CITY, MO
Registration
CRD #6295397 · 1248 PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bethanie J Schmelig is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with 1248 PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
1248 PARTNERS, LLC
1248 PARTNERS, LLC
AUM
$258M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at 1248 PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6295397
Firm CRD# 325304
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bethanie J Schmelig offer?
Bethanie J Schmelig specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Bethanie J Schmelig's credentials?
Bethanie J Schmelig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bethanie J Schmelig located?
Bethanie J Schmelig is based in KANSAS CITY, Missouri, working with 1248 PARTNERS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Bethanie J Schmelig charge for services?
Bethanie J Schmelig's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1248 PARTNERS, LLC?
1248 PARTNERS, LLC has approximately 2 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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