Randall Schmailzl
Randall Schmailzl is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in West Des Moines, IA, with 23 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
875 S 50th St, West Des Moines, IA, 50265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randall sells fixed insurance, dedicating about 10% of his time to this activity. He is also a co-owner of R2 Financial Strategies, LLC and R2 Holdings, LLC, as well as the owner of Schmailzl Financial, LLC, all taking minimal time. These entities facilitate securities, advisory, and insurance business, or manage commercial real estate.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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