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1210 W. Eads Parkway, Lawrenceburg, IN 47025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
| IN | RA | APPROVED | 2023-08-24 |
| OH | RA | APPROVED | 2023-08-24 |
Branch Locations
1210 W. Eads Parkway, Lawrenceburg, IN 47025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc | Davenport | IA | 12/2015 | 04/2022 |
| Silver Oak Securities, Inc. | Florence | KY | 03/2022 | 08/2023 |
| Schmidt Wealth Management, L.L.C. | Lawrenceburg | IN | 08/2023 | Present |
1.) "Schmidt Wealth Management, LLC", Is Not Investment Related, Tax Preparation Services, Owner, 2001-11-01, 12 hours per month, 4 hours per month during trading hours, Hourly Compensation, "Provide Basic Tax Preparation and Planning Services. Majority of work is done January 1st to April 15th, filing and billing clients for Federal, State, and Local tax returns." 2.) "Schmidt Wealth Management, LLC", Is Not Investment Related, Insurance Sales, Owner, 2001-01-01, 8 hours per month, 4 hours per month during trading hours, Commission Compensation, "Provide Insurance Related Products such as Life, Disability, Long-Term Care, Health and Fixed Annuity Products."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-24 |
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