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Michael Lee Schudel

Smart Wealth, LLC

Omaha, NE

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Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-10-21
  • NE RA
    APPROVED
    Since 2021-10-21

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lot Talk Consulting Omaha NE 01/2017 10/2019
Carson Wealth Omaha NE 07/2014 01/2017
D. Bryant Retirement Strategies Omaha NE 10/2019 04/2020
Retirement Wealth Advisors, Inc. Omaha NE 11/2019 04/2020
Ae Wealth Management, Llc Topeka KS 07/2020 10/2021
Retire Smart, Llc Omaha NE 07/2020 Present
Smart Wealth, Llc Omaha NE 10/2021 Present
  • 01/2017 → 10/2019
    Lot Talk Consulting
    Omaha, NE
  • 07/2014 → 01/2017
    Carson Wealth
    Omaha, NE
  • 10/2019 → 04/2020
    D. Bryant Retirement Strategies
    Omaha, NE
  • 11/2019 → 04/2020
    Retirement Wealth Advisors, Inc.
    Omaha, NE
  • 07/2020 → 10/2021
    Ae Wealth Management, Llc
    Topeka, KS
  • 07/2020 → Present
    Retire Smart, Llc
    Omaha, NE
  • 10/2021 → Present
    Smart Wealth, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-07
S63 Uniform Securities Agent State Law Examination 2008-03-14
  • S65 Uniform Investment Adviser Law Examination
    2008-10-07
  • S63 Uniform Securities Agent State Law Examination
    2008-03-14
Designations

View on SEC IAPD

Other Firms

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MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

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