Edward Schmitz, financial advisor Fargo ND
96 score

Edward Schmitz

CRD Number: 1034298
Current Firm: Investment Advisors

Edward Schmitz (CRD# 1034298) is an Investment Advisor Representative working at Investment Advisors in Fargo, ND and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Proequities, Inc. Fargo, ND Sep 2011 - Current 5
National Planning Corporation Fargo, ND May 2004 - Sep 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Edward E. Schmitz
Phone Number: 800-288-3035
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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