Nathanael SchmidtCRD 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.
Harbour Investments, Inc.
Verus Wealth Management
Stifel, Nicolaus & Company, Incorporated
|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|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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.