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FAQ

  • Is There A Minimum Amount Required To Invest?

    Currently there is no minimum amount required to invest.

Office

2160 Park Forest Blvd
Mount Dora FL 32757

Contact Info

(352) 735-1611
877-the-1Ant
bill@financialplans.net

   

Get in Touch

Securities offered through LPL Financial, Member FINRA/SIPC. Schmidt Financial Resources is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly licensed. No offers may be made or accepted by residents of any other state.

LPL Financial Form CRS

Independent Advisor Alliance Form CRS

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