Patrick Schmitz, financial advisor Bismarck ND

Patrick Schmitz

CRD Number: 7080808
Current Firm: Triton Investments, LLC

Patrick Schmitz (CRD# 7080808) is an Investment Advisor Representative working at Triton Investments, LLC in Bismarck, ND and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Remax Results Minneapolis, MN May 2022 - Current < 1
Triton Investments, LLC Bismarck, ND Mar 2019 - Current 3
Xcel Energy Minneapolis, MN Mar 2017 - Jan 2021 3
Dakota Gasification Company Bismarck, ND Feb 2014 - Jan 2017 2
Basin Electric Bismarck, ND Aug 2010 - Jan 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Patrick T. Schmitz
Phone Number: 701-425-2016
Registered State(s):
  • MN
  • TX
Current Firm Details
Triton Investments, LLC
Firm's CRD Number: 297585
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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