GS
GS

Gavin Schmidtmann

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
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Location

1668 S. Telegraph Road, Suite 100, Bloomfield Hills, MI, 48302

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gavin is an insurance agent with Secure Investors Group, selling fixed insurance products since 2022, dedicating a few hours per week. He also spends a few hours per week with Titan Wealth Advisors, which is related to his investment services.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Aurora SecuritiesBroker
June 2022 - December 2024 · 2 yrs 6 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.