Gavin Schmidtmann has been an investment adviser representative at Secure Asset Management since July 2022, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
- – present · 4 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 144046
Investment adviser representative registrations
Gavin Schmidtmann is registered as an investment adviser representative in Michigan, since July 2022.
- MichiganSince 21 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 July 2022 |
| Series 7TO | General Securities Representative Examination | 4 June 2022 |
| SIE | Securities Industry Essentials Examination | 11 February 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7555980
- Firm
- Secure Asset Management · CRD 144046
- Office
- 1668 S. Telegraph Road, Suite 100, Bloomfield Hills, MI 48302
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Gavin Schmidtmann work?
Gavin Schmidtmann is an investment adviser representative registered through Secure Asset Management, L.L.C. since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Gavin Schmidtmann a financial advisor?
Yes. Gavin Schmidtmann has a current investment-adviser registration in Michigan, through Secure Asset Management since July 2022.
How many years of experience does Gavin Schmidtmann have?
Gavin Schmidtmann has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Gavin Schmidtmann passed?
Gavin Schmidtmann has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2022.
Where is Gavin Schmidtmann based?
Gavin Schmidtmann’s registered office is in Bloomfield Hills, MI.
Is Gavin Schmidtmann registered with FINRA?
No. Gavin Schmidtmann has no current broker registration.
How can I verify Gavin Schmidtmann’s record?
Search CRD 7555980 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gavin Schmidtmann’s full registration record.