Caleb SchmidtCRD Number: 5970498
Current Firm: Cetera Advisors LLC
Caleb Schmidt (CRD# 5970498) is an Investment Advisor Representative working at Cetera Advisors LLC in Waterloo, IA and has over 4 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||4|
|Financial Resource Advisors||Waterloo, IA||Aug 2011 - Current||5|
|Multi-financial Securities Corporation||El Segundo, CA||Oct 2012 - Dec 2012||< 1|
|Act||Iowa City, IA||Nov 2008 - Jun 2011||2|
|Student||Iowa City, IA||Aug 2007 - Nov 2008||1|
|Johnson County Ag Assoc||Iowa City, IA||May 2005 - Aug 2007||2|
|Mcdonald's||Cedar Rapids, IA||Oct 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- 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)
- Educational seminars/workshops
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