Noah Schmall, financial advisor Cedar Rapids IA

Noah Schmall

CRD Number: 7454551
Current Firm: Bridgeway Wealth Management, LLC

Noah Schmall (CRD# 7454551) is an Investment Advisor Representative working at Bridgeway Wealth Management, LLC in Cedar Rapids, IA and has over 2 years of experience in the finance industry.

Similar Advisors
Trent Von Ahsen, financial advisor Cedar Rapids IA
Trent L. Von Ahsen
CRD# 5362122
Cedar Point Capital Partners, LLC
Similar Advisors
Roger Abel, financial advisor Cedar Rapids IA
Roger G. Abel
CRD# 4525922
Lpl Financial LLC
Similar Advisors
Edmund Abodeely, financial advisor Cedar Rapids IA
Edmund F. Abodeely
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Schmall Law Firm Pllc Cedar Rapids, IA Jun 2023 - Current < 1
Bridgeway Wealth Management, LLC Cedar Rapids, IA Jun 2023 - Current < 1
Raymond James Financial Services Advisors, Inc. Cedar Rapids, IA Jan 2022 - Jun 2023 1
Raymond James Financial Services Cedar Rapids, IA Oct 2021 - Jun 2023 1
1935 Wealth Management Cedar Rapids, IA Oct 2021 - Jun 2023 1
Stoddard Investments Cedar Rapids, IA Sep 2021 - Jun 2023 1
Lynch Dallas Cedar Rapids, IA Aug 2019 - Sep 2021 2
Unemployed Iowa City/des Moines, IA May 2019 - Aug 2019 < 1
University Of Iowa Iowa City, IA Aug 2016 - May 2019 2
Lynch Dallas Cedar Rapids, IA May 2018 - Aug 2018 < 1
Kollmorgen Schule & Zahradnik Belle Plaine, IA May 2017 - Aug 2017 < 1
Unemployed Ames/iowa City, IA May 2016 - Aug 2016 < 1
Iowa State University Ames, IA Aug 2014 - May 2016 1
Hilton Garden Inn Ames, IA Jul 2015 - Jan 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Noah Schmall
Phone Number: 319-393-6535
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $393,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, FL, IA, IL, NE, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.