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).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    969
    ACCOUNTS
  • Average Account Value
    $489,795
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, TX, WA

Financial Advisors at Schmidt Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Evan T. Schmidt
CRD#: 5724516
620 Kirkland Way, Suite 205, Kirkland, WA 98033

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.

2
Glenda S. Schmidt
CRD#: 2432132
620 Kirkland Way, Suite 205, Kirkland, WA 98033

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.

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