Unclaimed Profile

John Schmitz

B-29 ADVISORS, LLC·ADDISON, Texas

Clean recordB-29 ADVISORS, LLC

14131 MIDWAY ROAD, ADDISON, TX 75001CRD# 6981125Firm CRD# 292096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Schmitz · ADDISON, TX

Registration

CRD #6981125 · B-29 ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Schmitz is a registered financial advisor based in ADDISON, Texas, affiliated with B-29 ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with John

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

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

Firm Overview

Firm

B-29 ADVISORS, LLC

AUM

$348M

Regulatory assets under management

Employees

Total firm employees

View all advisors at B-29 ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6981125

Firm CRD# 292096

View on FINRA BrokerCheck →

Looking for a financial advisor in ADDISON?

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

Browse ADDISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Schmitz offer?

John Schmitz specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.

What are John Schmitz's credentials?

John Schmitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Schmitz located?

John Schmitz is based in ADDISON, Texas, working with B-29 ADVISORS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.

How does John Schmitz charge for services?

John Schmitz's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is B-29 ADVISORS, LLC?

B-29 ADVISORS, LLC has approximately 7 employees and manages $348M 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 →