Kelly Schmidt, financial advisor Stillwater MN
93 score

Kelly Schmidt

CRD Number: 2985335
Current Firm: Voya Financial Advisors, Inc.

Kelly Schmidt (CRD# 2985335) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Stillwater, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Fremont, NE Nov 2014 - Current 2
Voya Financial Advisers, Inc. Fremont, NE Nov 2014 - Current 2
Voya Financial Partners, LLC Fremont, NE Nov 2014 - Current 2
Voya America Equities, Inc. Fremont, NE Nov 2014 - Current 2
Voya Retirement Advisors, LLC Fremont, NE Nov 2014 - Current 2
Directed Services, LLC Fremont, NE Nov 2014 - Current 2
Rental Property Owner Omaha, NE Oct 1994 - Oct 2015 21
Unemployed Fremont, NE Aug 2014 - Oct 2014 < 1
Securities America Advisors La Vista, NE Jan 2014 - Aug 2014 < 1
Securities America Inc. La Vista, NE Nov 2012 - Aug 2014 1
Deutsche Bank Securities Inc. Jacksonville, FL Jan 2012 - Nov 2012 < 1
Db Securities Services Nj Inc. Jacksonville, FL Mar 2011 - Jan 2012 < 1
Unemployed Jacksonville, FL Feb 2011 - Mar 2011 < 1
Qa3 Financial Corp Omaha, NE Mar 2003 - Feb 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Kelly K. Schmidt
Phone Number: 1-800-356-2906
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
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
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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