Unclaimed Profile

Steve Schmitz

B-29 ADVISORS, LLC·DALLAS, Texas

Clean recordB-29 ADVISORS, LLC

1700 PACIFIC AVENUE, DALLAS, TX 75201CRD# 6981127Firm CRD# 292096

Profile Verification

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

Identity

Steve Schmitz · DALLAS, TX

Registration

CRD #6981127 · B-29 ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steve Schmitz is a registered financial advisor based in DALLAS, 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

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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# 6981127

Firm CRD# 292096

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Frequently Asked Questions

What services does Steve Schmitz offer?

Steve Schmitz specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Steve Schmitz's credentials?

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

Where is Steve Schmitz located?

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

How does Steve Schmitz charge for services?

Steve 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.

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