James Schmidt, financial advisor Mchenry IL
88 score

James Schmidt

CRD Number: 6324047
Current Firm: Cornerstone Wealth Management, LLC

James Schmidt (CRD# 6324047) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Mchenry, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Wealth Management, LLC Mchenry, IL Oct 2014 - Current 2
Lpl Financial, LLC Mchenry, IL May 2014 - Current 2
Gordys Lakefront Marine Fontana, WI May 2013 - Feb 2014 < 1
Illinois State University Normal, IL Aug 2008 - Jul 2013 4
Mchenry Highschool -west Campus Mchenry, IL Aug 2007 - Jun 2008 < 1
Marian Central Catholic Highschool Woodstock, IL Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for James R. Schmidt
Phone Number: 636-397-6200
Firm Website: http://www.rpzeigler.com
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    876
    MILLIONS
  • Total Number of Accounts
    5,625
    ACCOUNTS
  • Average Account Value
    $155,708
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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