Advisor at Disciplined Wealth Management, LLC
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Firm
Disciplined Wealth Management, LLC
Location
Littleton, CO
Credentials
Series 65
Industry experience
29 years
Troy Schield is a financial advisor at Disciplined Wealth Management, LLC in Littleton, CO, holding a Series 65 designation with 29 years of industry experience. He has been with Disciplined Wealth Management since 2006. Disciplined Wealth Management provides investment supervisory services to individual and retirement accounts and offers subadvisory research and advice to other registered investment advisers and 401(k) plan sponsors or participants. The firm employs a quantitative, model-driven approach to portfolio management, adjusting equity and bond exposures across a range of models from aggressive to conservative, primarily using mutual funds and ETFs.
1.5% annually
Littleton, CO
Colorado
Disciplined Wealth Management, LLC
2006 - Present (20 years)
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Other specialized services
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