Nathanael Schmidt, financial advisor Manitowoc WI

Nathanael Schmidt

CRD Number: 7131338
Current Firm: Raymond James Financial Services Advisors, Inc.

Nathanael Schmidt (CRD# 7131338) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manitowoc, WI and has over 3 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Gottshall Capital Partners Manitowoc, WI Sep 2021 - Current 1
Raymond James Financial Services, Inc. Manitowoc, WI Sep 2019 - Current 3
Raymond James Financial Services Advisors, Inc. Manitowoc, WI Sep 2019 - Current 3
Macco Financial Group Green Bay, WI Sep 2019 - Jul 2021 1
Raymond James Financial Services, Inc. Green Bay, WI Jun 2019 - Sep 2019 < 1
Self Employed Reedsville, WI Nov 2014 - May 2019 4
Flagler College St. Augustine, FL Sep 2011 - Jun 2015 3
Third Coast Surf Shop New Buffalo, MI Jun 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Nathanael A. Schmidt
Phone Number: 727-567-3020
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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