Keith Schmidt, financial advisor Omaha NE

Keith Schmidt

CRD Number: 1128840
Current Firm: Dessonville Financial Group Incorporated

Keith Schmidt (CRD# 1128840) is an Investment Advisor Representative working at Dessonville Financial Group Incorporated in Omaha, NE and has over 39 years of experience in the finance industry. Keith Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dessonville Financial Group Inc. Omaha, NE Nov 1993 - Current 28
Benefits Consulting Group Omaha, NE May 1991 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Keith V. Schmidt
Phone Number: 402-210-2620
Registered State(s):
  • IA
  • NE
Current Firm Details
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $412,302
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA, NE

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