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Katie Lynn Blechschmidt

Fmi Financial, Ltd.

Oak Brook, IL

CRD 7329373

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Employer firm

Fmi Financial, Ltd. CRD 299806

$84.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Fmi Financial, Ltd.

Oak Brook, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-04-22
  • IL RA
    APPROVED
    Since 2021-04-22

Branch Locations

Oak Brook, IL • 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
Fmi Financial, Ltd. Oakbrook IL 01/2021 Present
Capital Strategies Investment Group Oakbrook Terrace IL 06/2016 01/2021
  • 01/2021 → Present
    Fmi Financial, Ltd.
    Oakbrook, IL
  • 06/2016 → 01/2021
    Capital Strategies Investment Group
    Oakbrook Terrace, IL
Designations
  • Certified Financial Planner
Other Names
  • Katie Lynn Hayes

View on SEC IAPD

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