Schmidt Financial Group, Inc.
Schmidt Financial Group, Inc. (CRD# 119841) is a financial advisory firm headquartered in Kirkland, WA. They manage $474,611,360 in 969 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management475MILLION
Total Number of Accounts969ACCOUNTS
Average Account Value$489,795
- 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
- Selection of other advisers (including private fund managers)
CA, TX, WA
Evan Schmidt (CRD# 5724516) is an Investment Advisor Representative working at Schmidt Financial Group, Inc. in Kirkland, WA and has over 11 years of experience in the finance industry. Evan Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Glenda Schmidt (CRD# 2432132) is an Investment Advisor Representative working at Schmidt Financial Group, Inc. in Kirkland, WA and has over 27 years of experience in the finance industry.