Gary Schmick, financial advisor Spokane Valley WA
93 score

Gary Schmick

CRD Number: 1789134
Current Firm: Sagepoint Financial, Inc.

Gary Schmick (CRD# 1789134) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Spokane Valley, WA and has over 26 years of experience in the finance industry.

Similar Advisors
Eric Stutzman, financial advisor Spokane Valley WA
Eric J. Stutzman
CRD# 5310745
Selkirk Wealth Advisors, LLC
Score
103
Similar Advisors
Craig Landron, financial advisor Spokane Valley WA
Craig A. Landron
CRD# 4480756
Allegro Wealth Management, Inc.
Score
100
Similar Advisors
Timothy Kadlec, financial advisor Spokane Valley WA
Timothy K. Kadlec
CRD# 3127749
Voya Financial Advisors, Inc.
Score
98
Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 7
Whitman Bank Spokane, WA Apr 2008 - Aug 2011 3
Aig Financial Advisors Colfax, WA Apr 2008 - Jan 2009 < 1
General Growth Properties Spokane, WA Nov 2006 - Apr 2008 1
A. G. Edwards & Sons, Inc. Spokane, WA Jan 1998 - Nov 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Gary L. Schmick
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.