Lanette Schmidt, financial advisor Solana Beach CA

Lanette Schmidt

CRD Number: 2967564
Current Firm: Blankinship & Foster, LLC

Lanette Schmidt (CRD# 2967564) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Lanette 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
Blankinship & Foster Solana Beach, CA Jan 2018 - Current 3
Blankinship & Foster Solana Beach, CA Oct 2015 - Dec 2017 2
None Carlsbad, CA May 2015 - Oct 2015 < 1
Northwestern University-online Carlsbad, CA Jun 2014 - May 2015 < 1
None Carlsbad, CA Apr 2010 - Jun 2014 4

Lanette Schmidt has no recent exams reported.
Contact Info for Lanette K. Schmidt
Phone Number: 858-755-5166
Registered State(s):
  • CA
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    722
    MILLIONS
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $741,506
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, LA, OR, TX

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