Schmidt Financial Management

Schmidt Financial Management (CRD# 328247) is a financial advisory firm headquartered in Kirkland, WA. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 State Street South, Kirkland, WA 98033
https://www.schmidtfm.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Schmidt Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Evan Schmidt, financial advisor Kirkland WA
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 Management in Kirkland, WA and has over 14 years of experience in the finance industry.

2
Dominic Hubert, financial advisor Kirkland WA
Dominic C. Hubert
CRD#: 7533922
620 Kirkland Way, Suite 205, Kirkland, WA 98033

Dominic Hubert (CRD# 7533922) is an Investment Advisor Representative working at Schmidt Financial Management in Kirkland, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals