AS
AS

Alex Schoenbrun

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

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Location

400 West Metro Park, Rochester, NY, 14623

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alex is an independent insurance agent and pension administrator at Midwest Benefit Consultants, Ltd since 2013. He dedicates about three-quarters of his time to sales and service of life, disability, LTC, group insurance, fixed annuities, and 401(k) profit sharing plan design and servicing.

Employment History
Current Registrations
Lifemark Securities CORP.
May 2024 - Present · 1 yr 9 mos
Lifemark Securities CORP.Broker
November 2023 - Present · 2 yrs 3 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.