Haylor Freyer & Coon Financial Services | Financial Advisor in Syracuse ,NY

231 Salina Meadows Parkway
Syracuse, NY 13212

About

Haylor, Freyer & Coon Financial Services is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering a superior level of personalized service and high quality advice.

Kent Schmidt entered the Financial Services business in 1981 after graduating from SUNY Oswego with his BS in Business Administration. He provides independent and objective wealth planning advice using a variety of non-proprietary financial tools, products and services through LPL Financial.

31 Years of Experience



General Information
Firm Start Year:   1984
No.of Employees:   2-4
Insurance License#:   LA-624547
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   NY, CA,CO,CT,DC,FL,MA,MD,NC,NJ,NV,OH,PA,SC,TN,VA
Number of Years with Current Firm:   10
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Bonds , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Long Term Care , Variable Life , Variable Annuity , Life
Firm Information
Firm's Number of Clients:   165
Firm's Number of Managed Clients:   165
Assets Managed by Firm:   55,000,000
Advisor's Number of Clients:   165
Advisor's Number of Managed Clients:   155
Advisor's Number of Planning Clients:   155
Assets Managed by Advisor:   55,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   90
Hourly Rate:   $250



FAQs

Kent Schmidt

Kent Schmidt

AIF, LUTCF

Office Hours

Mon. 8:00 AM - 4:00 PM
Tue. 8:00 AM - 4:00 PM
Wed. 8:00 AM - 4:00 PM
Thu. 8:00 AM - 4:00 PM
Fri. 8:00 AM - 4:00 PM