Gary Schmidt, financial advisor Minnetonka MN
83 score

Gary Schmidt

CRD Number: 5299312
Current Firm: Level Four Advisory Services

Gary Schmidt (CRD# 5299312) is an Investment Advisor Representative working at Level Four Advisory Services in Minnetonka, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Minnetonka, MN Jan 2014 - Current 2
Level Four Advisory Services Minnetonka, MN Jan 2014 - Current 2
Thrivent Financial For Lutherans Appleton, WI Mar 2007 - Jan 2014 6
Thrivent Investment Management Inc. Golden Valley, MN Feb 2007 - Jan 2014 6
Unemployed Deephaven, MN Aug 2006 - Feb 2007 < 1
Twbs LLC Wayzata, MN Mar 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gary W. Schmidt
Phone Number: 972-665-0878
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
83

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