Schmidt Wealth Management

Finance · North Dakota, United States · 1-10 Employees

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Overview

Headquarters

4650 26th Ave S Ste J, Fargo, North Dako...

Phone Number

(701) 478-8787

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Schmidt Wealth Management

Schmidt Wealth is a fee-based fiduciary advisor located in Fargo, ND, specializing in wealth management and income protection for physicians, corporate executives, and entrepreneurs. Led by Jim Schmidt, a registered investment advisor, CPA, and Accredited Estate Planner, the firm focuses on providing independent, fiduciary advice that prioritizes clients' best interests without the influence of large investment corporations. With over 40 years of experience, Schmidt Wealth aims to help clients achieve their financial goals through personalized financial planning and investment strategies. The firm emphasizes integrity, expertise, and trust, ensuring that clients can make informed decisions about their finances.Explore more
Schmidt Wealth Management's Social MediaPopular SearchesSchmidt Wealth ManagementJames A Schmidt Certified Public AccountantJames A Schmidt IncSchmidt JamesSchmidt James, CPA RIASIC Code 62,628NAICS Code 52,523Show more

Schmidt Wealth Management Org Chart

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Darin Schmidt, President at Schmidt Wealth Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schmidt Wealth Management

<$5M
1-10
Private
-
2000
Darin Schmidt, President at Schmidt Wealth Management
Darin SchmidtPresident
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
<$5M
1-10
Private
-
2012
IB
Istene BarnardOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Schmidt Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Schmidt Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schmidt Wealth Management.

Schmidt Wealth Management Tech Stack

A closer look at the technologies used by Schmidt Wealth Management

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Frequently Asked Questions Regarding Schmidt Wealth Management

What is Schmidt Wealth Management's official website?
Schmidt Wealth Management's official website is www.schmidtwealth.com
What is Schmidt Wealth Management's Revenue?
Schmidt Wealth Management's revenue is <$5 Million
What is Schmidt Wealth Management's SIC code?
Schmidt Wealth Management's SIC: 62,628
What is Schmidt Wealth Management's NAICS code?
Schmidt Wealth Management's NAICS: 52,523
How many employees does Schmidt Wealth Management have?
Schmidt Wealth Management has 1-10 employees
What industry does Schmidt Wealth Management belong to?
Schmidt Wealth Management is in the industry of: Finance, Securities Trading
What is Schmidt Wealth Management competition?
Schmidt Wealth Management top competitors include: Veritas Wealth Management, Ambrose Wealth Management, Charles Carroll Financial Partners, Vertex Capital Advisors
What technology does Schmidt Wealth Management use?
Some of the popular technologies that Schmidt Wealth Management uses are: GoCentral, Mapbox GL JS API, Google Font API, YouTube
How do I contact Schmidt Wealth Management?
Schmidt Wealth Management contact info: Phone number: (701) 478-8787 Website: www.schmidtwealth.com
What does Schmidt Wealth Management do?

Schmidt Wealth is a fee-based fiduciary advisor located in Fargo, ND, specializing in wealth management and income protection for physicians, corporate executives, and entrepreneurs. Led by Jim Schmidt, a registered investment advisor, CPA, and Accredited Estate Planner, the firm focuses on providing independent, fiduciary advice that prioritizes c... lients' best interests without the influence of large investment corporations. With over 40 years of experience, Schmidt Wealth aims to help clients achieve their financial goals through personalized financial planning and investment strategies. The firm emphasizes integrity, expertise, and trust, ensuring that clients can make informed decisions about their finances.Read More

What are Schmidt Wealth Management social media links?
Schmidt Wealth Management Linkedin page Schmidt Wealth Management Facebook page
Is Schmidt Wealth Management a public company?
Schmidt Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Schmidt Wealth Management

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