Janell SchmidtCRD Number: 5511668
Current Firm: Ameriprise Financial Services, Inc.
Janell Schmidt (CRD# 5511668) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
Newman's Financial Planning
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Triad Advisors, Inc.
|Ameriprise Financial Services Inc.||Phoenix, AZ||Jul 2015 - Current||1|
|Bennie Schmidt||Phoenix, AZ||Feb 2011 - Jul 2015||4|
|Various Insurance Carriers For W&r Insurance Agencies||Chandler, AZ||Jun 2010 - Jul 2015||5|
|Waddell & Reed, Inc.||Phoenix, AZ||Jun 2010 - Jul 2015||5|
|Unemployed||Chandler, AZ||May 2010 - Jun 2010||< 1|
|Nylife Securities LLC||Scottsdale, AZ||Jan 2009 - May 2010||1|
|The Feldman Agency||Chandler, AZ||Dec 2008 - May 2010||1|
|New York Life Insurance Company||Scottsdale, AZ||Jan 2009 - Mar 2010||1|
|Charlotte Russe||Chandler, AZ||Oct 2008 - Dec 2008||< 1|
|Waddell & Reed||Miami, AZ||Jan 2008 - Oct 2008||< 1|
|Unemployed||Victorville, CA||Feb 2007 - Jan 2008||< 1|
|Budget Car Sales||Victorville, CA||Apr 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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