Schmidt Wealth Management, LLC

Schmidt Wealth Management, LLC (CRD# 328084) is a financial advisory firm headquartered in Lawrenceburg, IN. They manage $44,300,000 in 290 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1210 W. Eads Parkway, Lawrenceburg, IN 47025
https://www.facebook.com/profile.php?id=100094284986269
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $152,759
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY, OH

Financial Advisors at Schmidt Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Darin Schmidt, financial advisor Lawrenceburg IN
Darin M. Schmidt
CRD#: 4380578
1210 W. Eads Parkway, Lawrenceburg, IN 47025

Darin Schmidt (CRD# 4380578) is an Investment Advisor Representative working at Schmidt Wealth Management, LLC in Lawrenceburg, IN and has over 22 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.

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