Schmidt Wealth Management

Schmidt Wealth Management (CRD# 142302) is a financial advisory firm headquartered in Fargo, ND. They manage $80,121,139 in 174 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4650 26th Ave S, Ste J, Fargo, ND 58104
http://www.schmidtwealth.com/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $460,466
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, ND

Financial Advisors at Schmidt Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
James Schmidt, financial advisor Fargo ND
James A. Schmidt
CRD#: 1095894
4650 26 Ave S, Suite J, Fargo, ND 58104

James Schmidt (CRD# 1095894) is an Investment Advisor Representative working at Schmidt Wealth Management in Fargo, ND and has over 41 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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