J. Derek Schmidly

Auxan Capital Advisors, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $10,000

Minimum client income required: $40,000

Title: Principal Investments Advisor

Offering advice since: 2006

Areas of focus:

  • Business planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

FINRA Series 65

Education:

Master of Business Administration, University of Missouri-Columbia

Will provide references upon request?

Yes


Further information about Auxan Capital Advisors, LLC:

Auxan Capital Advisors, LLC

(Size of firm: 0-9 advisors)

Auxan Capital Advisors, LLC specializes in actively managed index fund portfolio strategies. In other words, we don't simply just "buy and hold." We believe that when the stock market's risk is high, your exposure to the market should not be.

We are, by definition, Money Managers. "Money managers give you personalized service, an individualized portfolio and ongoing management. With fee-based management, as opposed to transaction-based management, you and your advisor are on the same side.

You no longer have to question the decisions of an advisor to buy or sell your securities. A professional money manager does not receive commissions on transactions and is paid based on a percentage of assets under management. Thus, it is in the best interest of both the money manager and client to see the portfolio grow."


Contact Information for J. Derek Schmidly

Phone: (417) 299-5281
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Fax: (417) 886-7977

Address for J. Derek Schmidly:
828 E Sterling Ridge Ct
Springfield, MO, 65810

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