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 5 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||5|
|Financial Resource Advisors||Waterloo, IA||Aug 2011 - Current||6|
|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