Kathleen Schmidt (CRD# 6172507) is an Investment Advisor Representative working at Lpl Financial LLC in Wasilla, AK and has 1 year of experience in the finance industry.
CRD# 2660541
Elliott Cove Capital Management
CRD# 3251101
Osaic Wealth, Inc.
CRD# 5746400
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rene Russ LLC | Wasilla, AK | Jun 2023 - Current | < 1 |
| Lpl Financial LLC | Wasilla, AK | Jul 2021 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Wasilla, AK | Apr 2021 - Nov 2023 | 2 |
| Waddell & Reed | Wasilla, AK | Feb 2021 - Nov 2023 | 2 |
| R+r Financial Partners | Wasilla, AK | Aug 2021 - May 2023 | 1 |
| Rene Russ LLC | Wasilla, AK | Mar 2013 - Aug 2021 | 8 |
| Skyridge Lending LLC | Woodland Park, CO | Dec 2020 - Feb 2021 | < 1 |
| Kenai Aviation | Kenai, AK | Dec 2019 - Feb 2021 | 1 |
| Smico Construction | Gardnerville, NV | Aug 2018 - Jul 2019 | < 1 |
| Douglas County Clerks Office | Minden, NV | Oct 2016 - Sep 2018 | 1 |
| All Seasons Clothing | Wasilla, AK | Oct 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- AK
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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