Kevin John Schneider

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO 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

• 12/2008 → 04/2018
  Freedom Equity Group
  Delray Beach, FL
• 06/2016 → 07/2018
  Govgistics
  Boca Raton, FL
• 05/2018 → 11/2018
  First Advisors National, Llc
  Delray Beach, FL
• 11/2018 → Present
  Royal Fund Management, Llc
  The Villages, FL
• 12/2008 → Present
  Kevin Schneider
  Miami, FL
• 04/2019 → Present
  United Financial Freedom
  Draper, UT

Previous Registrations

• 2018-05-08 → 2018-12-05
  First Advisors National, Llc
  Delray Beach, FL

Other Businesses

1) 12/2008 Independent Licensed Insurance Agent; Florida; Investment Related/Insurance,: Life Insurance and Annuity Sales, Licensed Insurance Agent, 40 hrs; appointed with Insurance companies through an IMO (Insurance Marketing Organization) 2) 4/2019; United Financial Freedom; Director/Sales; Computer Software Developments/Debt reduction software; Software Subscription; 120 E. 13065 S, Draper, UT 84020; non-investment related 3) 9/2022; Jorns and Associates, LLC; Solicitor; CPA Firm; 30 N. Gould St. Suite 23809, Sheridan, WY 82801; Non investment related; 5% of professional time; refer business owners to CPA firm 4) 10/2024 Bettr LLC; Referring Agent (solicitor); Referring Agency; 925 N Point Pkwy Suite 120 Alpharetta, GA 30005; Non Investment Related; 5 % of professional time; Refer individuals and companies for Debt consolidation/Credit Repair/Student Loan Forgiveness/ Tax Planning. 5) 1/2025 Estate Guru; Advisor/Agent; Estate Planning Software; 410 S University Ave, Provo, UT 84601; Investment Related; approximately 5% of professional time spent 6) 2/2025 JKZ Financial LLC; 1099 Entity for Income Only; 5708 Muirfield Village Circle Lake Worth,FL 33463; Non Investment Related; LLC to collect advisory fees

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-05
• S63 Uniform Securities Agent State Law Examination
  1994-11-04