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Jimmy S

Series 63, Series 65

Springfield, MO

Auxan Capital Advisors, LLC

Jimmy Schmidly is a financial advisor at Auxan Capital Advisors, LLC with 16 years of industry experience. He has worked at Auxan Capital Advisors since 2010 and previously spent 11 years at Assemblies Of God Credit Union. Schmidly holds Series 63 and Series 65 licenses and offers life, long-term care insurance, and fixed annuities to clients as needed. Auxan Capital Advisors serves individuals, trusts, charitable organizations, and corporate clients with discretionary portfolio management across active and passive strategies, as well as limited-scope ERISA 3(21) retirement plan advisory services. The firm employs a hybrid analytical process combining statistical risk models with charting, fundamental, technical, and cyclical analysis to manage client portfolios.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Income planning
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