Jan Paul Schmeits

Employer firm

Modern Asset Management LLC CRD 128768

$30.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Modern Asset Management Llc
  Columbus, NE
• 08/2015 → Present
  Schmeits, Mueller & Martinsen P.C.
  Columbus, NE

Other Businesses

SCHMEITS, MUELLER & MARTINSEN P.C; NOT DIRECTLY INVESTMENT RELATED; 2204 14TH STREET, COLUMBUS, NE 68602-1065; CERTIFIED PUBLIC ACCOUNTING FIRM PROVIDING ACCOUNTING AND TAX RELATED CONSULTING AND PREPARATION; PRESIDENT, CPA,SHAREHOLDER; SPEND APPROXIMATELY 150 HOURS [APPROXIMATELY 140 DURING SECURITIES TRADING HOURS] PER MONTH MAY THROUGH DECEMBER AND APPROXIMATELY 215 HOURS [APPROXIMATELY 140 DURING SECURITIES TRADING HOURS] PER MONTH JANUARY THROUGH APRIL; DUTIES MAINLY CONSIST OF CONSULTING WITH TAX AND ACCOUNTING CLIENTS; TAX PLANNING AND PREPARATION OF INDIVIDUAL, CORPORATE, PARTNERSHIP, AND FIDUCIARY TAX RETURNS; ESTATE AND RETIREMENT PLANNING; AND PERFORMING THE ADMINISTRATIVE DUTIES OF OPERATING A CPA FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16

Other Names

• J P Schmeits
• Jan Paul Schmeits