Valerie Hatsuko Aniya Schmidt

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Honolulu, HI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Honolulu, HI

Other Businesses

Board of Directors; Women's Basketball Booster Club; President; University of Hawaii , 2500 Campus Road, Honolulu, HI, 96822; Not Investment-Related; 07/19/2023; 20 to 39 hours per month; 0 during trading hours. Other Business Activities; Heightened Spiritual Alignment; Nonfinancial Advice. Assisting people with their questions on next life path, health questions, or other mental/physical blocks that they are encountering. ; 1118 Ala Moana Blvd Unit 1602, , Honolulu, HI, 96814; Not Investment-Related; 02/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant