Samantha Schmidt, financial advisor Waukesha WI
89 score

Samantha Schmidt

CRD Number: 6218162
Current Firm: Wells Fargo Advisors, LLC

Samantha Schmidt (CRD# 6218162) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Waukesha, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Madison, WI Jun 2013 - Current 3
Unemployed Wild Rose, WI May 2013 - Jun 2013 < 1
Londen Insurance Group Phoenix, AZ Jul 2012 - Apr 2013 < 1
Unemployed Wild Rose, WI May 2012 - Jul 2012 < 1
Univ. Of British Columbia Vancouver, Sep 2010 - May 2012 1
Univ. Of British Columbia Vancouver, Jun 2011 - Apr 2012 < 1
Uw-wisconsin Stevens Point Stevens Point, WI Sep 2009 - Aug 2010 < 1
Comfort Suites Stevens Point, WI Aug 2008 - Sep 2009 1
Uw-wisconsin Stevens Point Stevens Point, WI Sep 2008 - May 2009 < 1
Uw-wisconsin Stevens Point Stevens Point, WI Jul 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Samantha J. Schmidt
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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