Steven Schmuhl

Client Relationship Manager at McAdam Financial

Steven Schmuhl is a Client Relationship Manager and Financial Advisor at McAdam Financial, where since July 2018, Steven has been dedicated to helping clients understand their financial situations through comprehensive planning in key areas such as wealth protection, return maximization, tax savings, and long-term goal achievement. Prior to this role, Steven served as a Marketing Intern at The Heico Companies LLC from June 2017 to September 2017. Steven holds a degree from the University of Illinois Urbana-Champaign, having graduated in 2018.

Location

Chicago, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices

This person is not in any offices


McAdam Financial

Being Financially Advanced™ requires a whole new level of thinking and doing. At McAdam, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We alsoconsider an additional, more important driverof your financial picture—your profession. Years of research and experience have taught us that your profession — what you do, where you do it and how you do it — has the greatest influence on your finances and future.That’s why McAdam designed it as the core foundation of our proven Advanced Advisory Model™. With one of the largest financial networks in the country that includes hundreds of advisors across five offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn’t just a small step forward in financial advice—it’s Financially Advanced™McAdam was named one of the 2017 "Inc.5000 Fastest Growing Private Companies in America"​ as well as being named to the "Top 50 Fastest-Growing Firms"​ in the RIA industry by FA Magazine for 2017. Please visit McAdam at www.McAdamFA.com for more information about our services. Anyone interested in exploring a rewarding career as a financial advisor is encouraged to contact McAdam and apply online.