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Inactive

Jason Michael Schmudlach

Wealthspire Retirement Advisory

Aliso Viejo, CA

Appleton, WI

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-06-24
  • WI RA
    APPROVED
    Since 2019-06-24

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

2505 E. Evergreen Drive Suite A, Appleton, WI 54912 • 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
Bronfman E.L. Rothschild Lp Appleton WI 05/2013 12/2019
Bronfman E.L. Rothschild Capital, Llc Madison WI 04/2016 12/2019
Nfp Retirement, Inc. Aliso Viejo CA 06/2019 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 05/2013 → 12/2019
    Bronfman E.L. Rothschild Lp
    Appleton, WI
  • 04/2016 → 12/2019
    Bronfman E.L. Rothschild Capital, Llc
    Madison, WI
  • 06/2019 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2014-09-23 → 2020-01-02
    Wealthspire Advisors
    Appleton, WI
    Potomac, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-04
  • S66 Uniform Combined State Law Examination
    2012-06-04

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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