Kenneth Schmidle, financial advisor Lodi OH

Kenneth Schmidle

CRD Number: 2367487
Current Firm: Huntington Financial Advisors

Kenneth Schmidle (CRD# 2367487) is an Investment Advisor Representative working at Huntington Financial Advisors in Lodi, OH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Jan 2023 - Current 1
Key Investment Services LLC Mayfield Heights, OH Aug 2014 - Jan 2023 8
Unemployed Medina, OH Apr 2014 - Aug 2014 < 1
New York Community Bank South Euclid, OH Aug 2010 - Apr 2014 3
Lpl Financial South Euclid, OH Mar 2010 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S66 NASAA Uniform Combined State Law Examination Dec 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kenneth F. Schmidle
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,301
    MILLIONS
  • Total Number of Accounts
    29,200
    ACCOUNTS
  • Average Account Value
    $147,285
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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