Darin Schmidt, financial advisor Lawrenceburg IN

Darin Schmidt

CRD Number: 4380578
Current Firm: Schmidt Wealth Management, LLC

Darin Schmidt (CRD# 4380578) is an Investment Advisor Representative working at Schmidt Wealth Management, LLC in Lawrenceburg, IN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Schmidt Wealth Management, LLC Lawrenceburg, IN Aug 2023 - Current < 1
Silver Oak Securities, Inc. Florence, KY Mar 2022 - Aug 2023 1
Ausdal Financial Partners, Inc. Davenport, IA Dec 2015 - Apr 2022 6
Cetera Advisors LLC El Segundo, CA Jan 2004 - Dec 2015 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Darin M. Schmidt
Phone Number: (513)305-1896
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $152,759
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
Types of Clients
Registered States

IN, KY, OH

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