Unclaimed Profile

Bethanie J Schmelig

1248 PARTNERS, LLC·KANSAS CITY, Missouri

SIE, Series 7, Series 63, Series 66Clean record9 years registered1248 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 · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1248 PARTNERS, LLC

CONVERGENCE INVESTMENT PARTNERS, LLC

Sep 2018 – Jul 2020

Olathe, KS

ASCENT INVESTMENT PARTNERS, LLC

Jul 2017 – Oct 2018

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 19, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1248 PARTNERS, LLC

CRD 325304 · SEC 801-130387

AUM

$258M

Regulatory assets under management

Employees

6 client accounts

Services offered by 1248 PARTNERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at 1248 PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bethanie J Schmelig offer?

Bethanie J Schmelig specializes in Retirement Planning.

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, last registered with 1248 PARTNERS, LLC.

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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