Allison Schmidt, financial advisor Denver CO

Allison Schmidt

CRD Number: 5631247
Current Firm: Higgins & Schmidt Wealth Strategies LLC

Allison Schmidt (CRD# 5631247) is an Investment Advisor Representative working at Higgins & Schmidt Wealth Strategies LLC in Denver, CO and has over 15 years of experience in the finance industry. Allison Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Broomfield, CO May 2017 - Current 6
Hd Wealth Strategies, Llc(dba:higgins&schmidt Wealth Strategies) Broomfield, CO Feb 2017 - Current 7
Higgins & Deyoung Wealth Strategies, LLC Broomfield, CO Sep 2010 - Current 13
Raymond James Financial Services Boulder, CO Aug 2010 - May 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Allison L. Schmidt
Phone Number: (720) 287-0918
Registered State(s):
  • CO
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $229,619
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, IL, NH, TX

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