Joseph SchmidtCRD Number: 6435568
Current Firm: Mariner Wealth Advisors, LLC
Joseph Schmidt (CRD# 6435568) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Mariner Wealth Advisors||Leawood, KS||Mar 2015 - Current||1|
|Firstpoint Financial||Leawood, KS||Nov 2014 - Current||1|
|Bkd, LLP||Kansas City, MO||Oct 2013 - Nov 2014||1|
|Unemployed||Topeka, KS||Jul 2013 - Sep 2013||< 1|
|Hills Pet Nutrition||Topeka, KS||Nov 2012 - Jun 2013||< 1|
|Washburn University||Topeka, KS||Aug 2009 - May 2013||3|
|Bkd, LLP||Kansas City, MO||Jan 2012 - Apr 2012||< 1|
|Westar Energy||Topeka, KS||Jun 2011 - Dec 2011||< 1|
|Hesston True Value||Hesston, KS||Aug 2007 - Aug 2009||2|
|Aggies All American Grill||Hesston, KS||Jun 2007 - May 2009||1|
|Hesston High School||Hesston, KS||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management673MILLIONS
Total Number of Accounts2,037ACCOUNTS
Average Account Value$330,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.