Keith SchmidtCRD 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.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|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|
Total Assets Under Management67MILLIONS
Total Number of Accounts162ACCOUNTS
Average Account Value$412,302
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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