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Director, President, CEO and Chief Compliance Officer · Affiliated Financial Advisors Inc

George M. Schmidley

CRD 1333934 · Named on Form ADV at one SEC-registered adviser

At a glance

Affiliated Financial Advisors Inc, an SEC-registered wealth manager based in Milwaukee, WI with $541 million in regulatory assets, lists George M. Schmidley on its Form ADV as Director, President, CEO and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

George’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.