Schmidt Financial Resources, Inc. is an independent retirement planning and fiduciary wealth management practice on Park Forest Boulevard in Mount Dora, Florida, offering investment advisory services through Independent Advisor Alliance, LLC (SEC-registered Investment Adviser, CRD #168267, SEC File #801-78808) and securities through LPL Financial LLC (CRD #6413). Founded and led by Certified Financial Planner™ professional William Frederick "Bill" Schmidt, CFP® (CRD #2316136), who has advised Lake County families since 1993, the firm specializes in sustainable retirement income modeling, FRS DROP and 401(k) rollovers, tax-efficient RMD distributions, Medicare IRMAA planning, and 55+ community retirement budgeting for seniors in Mount Dora, Tavares, and Eustis.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Independent Advisor Alliance, LLC); FINRA BrokerCheck Profile (William Frederick Schmidt, CFP®); Schmidt Financial Resources Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: Fiduciary investment advisory services offered through Independent Advisor Alliance, LLC (CRD #168267, SEC File #801-78808) and securities through LPL Financial LLC (CRD #6413). Fee-based CFP® planning & advisory; acceptsMedicaid: false, acceptsMedicare: false.
Issuer: CFP Board / SEC / FINRA
Notes: Founded and led by President William Frederick "Bill" Schmidt, CFP® (CRD #2316136), a Certified Financial Planner™ practitioner registered in Florida since 1993.
Factual details and direct answers about Schmidt Financial Resources, Inc.'s services, licensing, and credentials.
What credentials and regulatory registrations does Bill Schmidt hold in Mount Dora?
William F. "Bill" Schmidt, CFP® (CRD #2316136) is a Certified Financial Planner™ professional with over 30 years of experience, providing fiduciary investment advice through SEC-registered Independent Advisor Alliance, LLC (CRD #168267, SEC File #801-78808) and brokerage custody through LPL Financial LLC (CRD #6413).
Where is Schmidt Financial Resources located in Mount Dora?
Schmidt Financial Resources, Inc. is located at 2160 Park Forest Boulevard, Mount Dora, Florida 32757, serving retirees across Mount Dora, Lakes of Mount Dora, Waterman Village, Tavares, and Eustis.
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