Greg Schmautz, financial advisor Great Falls MT
96 score

Greg Schmautz

CRD Number: 1036067
Current Firm: Waddell & Reed

Greg Schmautz (CRD# 1036067) is an Investment Advisor Representative working at Waddell & Reed in Great Falls, MT and has over 33 years of experience in the finance industry. Greg Schmautz 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
Greg Schmautz LLC Missoula, MT Jan 2015 - Current 1
Ywca Of Missoula Missoula, MT Sep 2003 - Current 13
Gregory Schmautz, Cfp Missoula, MT Jan 2003 - Current 13
Various Insurance Carriers For W & R Insurance Agencies Missoula, MT Sep 1982 - Current 34
Lake Missoula Investors, LLC Missoula, MT Mar 1982 - Current 34
Waddell & Reed, Inc. Missoula, MT Feb 1982 - Current 34
Schmautz Bros. Missoula, MT Oct 1975 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Greg L. Schmautz
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • DC
  • FL
  • IN
  • LA
  • MD
  • MO
  • OH
  • WA
  • MT
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, 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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