This brochure supplement provides information about Andrew M. Schneider that supplements the Unity Financial LLC brochure. You should have received a copy of that brochure. Please contact Unity Financial LLC if you did not receive that brochure or if you have any questions about the contents of this supplement.
Additional information about Andrew M. Schneider is also available on the SEC's website at www.adviserinfo.sec.gov.
Form ADV Part 2B – Individual Disclosure Brochure
Andrew M. Schneider
Personal CRD Number: 4850288
Investment Advisor Representative
Unity Financial LLC
950 West Ryan Street - P. O. Box 7
Brillion, Wisconsin 54110
ANDREW M. SCHNEIDER, MBA,
Mr. Schneider holds a Bachelor of Accounting degree and a Master of Business Administration degree both from Lakeland College.
As a manager of Unity Financial LLC, Mr. Schneider oversees operations and business objectives of the firm. Mr. Schneider is employed providing tax planning and preparation services since 1998. He is a member of the National Association Enrolled Agents, and a member of the National Association of Tax Professionals. Prior to joining Unity Financial LLC as an Advisory Representative Supervisor, Mr. Schneider was an Advisory Representative with H. D. Vest Advisory Services and a Registered Representative with H. D. Vest Investment Services.
There are no legal or disciplinary events that are material to a client's or prospective client's evaluation of this business.
Other Business Activities
Andrew M. Schneider is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that insurance services pay a commission and involve a possible conflict of interest, as commission-able products can conflict with the fiduciary duties of a registered investment advisor. Unity Financial LLC always acts in the best interest of the client; including the sale of commission-able products to advisory clients. Clients are in no way required to implement the plan through any representative of Unity Financial LLC in their capacity as an insurance agent.
Andrew M. Schneider is the sole owner/member of Unity Financial LLC which provides tax preparation and planning as well as accounting services. The tax related activities do come into the advisory realm as Mr. Schneider can recommend the best situations for his clients in all the financial planning aspects – retirement, investments, taxable events, etc.
Andrew M. Schneider is the owner and manager of an aquaculture operation.
Other than salary, annual bonuses, regular bonuses, Andrew M. Schneider does not receive any economic benefit from any person, company, or organization, in exchange for providing clients advisory services through Unity Financial LLC.
Mr. Schneider is the owner of Unity Financial LLC and is not supervised.