Schmidt Financial Group, Inc.

Schmidt Financial Group, Inc. (CRD# 119841) is a financial advisory firm headquartered in Kirkland, WA. They manage $386,045,963 in 246 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $1,569,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Schmidt Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Evan T. Schmidt
CRD#: 5724516
620 Kirkland Way, Suite 205, Kirkland, WA 98033
96
Wealthminder
score

Evan Schmidt (CRD# 5724516) is an Investment Advisor Representative working at Schmidt Financial Group, Inc. in Kirkland, WA and has over 7 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.

2
Timothy D. Griffith
CRD#: 1233782
620 Kirkland Way, Suite 205, Kirkland, WA 98033
93
Wealthminder
score

Timothy Griffith (CRD# 1233782) is an Investment Advisor Representative working at Schmidt Financial Group, Inc. in Kirkland, WA and has over 32 years of experience in the finance industry.

3
Glenda S. Schmidt
CRD#: 2432132
620 Kirkland Way, Suite 205, Kirkland, WA 98033
93
Wealthminder
score

Glenda Schmidt (CRD# 2432132) is an Investment Advisor Representative working at Schmidt Financial Group, Inc. in Kirkland, WA and has over 22 years of experience in the finance industry.

4
Ryan K. Schmidt
CRD#: 4024403
715 Colorado Avenue, Suite A, Palo Alto, CA 94303
93
Wealthminder
score

Ryan Schmidt (CRD# 4024403) is an Investment Advisor Representative working at Schmidt Financial Group, Inc. in Palo Alto, CA and has over 10 years of experience in the finance industry.

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