Carrie Ellen Schmidt

Current Employers

Employment History

• 02/2004 → 01/2025
  Lincoln Financial Advisors
  Madison, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Madison, WI

Previous Registrations

• 2004-04-19 → 2025-01-24
  Osaic Fa, Inc.
  Madison, WI
  Madison, WI

Other Businesses

1) CITY OF MADISON DEFERRED COMPENSATION, POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS:32 START DATE: 5/11 ADDRESS: 406 Science Dr, Ste 310, Madison, WI 53711 DESCRIPTION: Sell/Service accident and health insurance, disability insurance, fixed annuities, indexed annuities and traditional life insurance. 2) CARRIE WATERS SCHMIDT POSITION: Author NATURE: Media INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE:12/05/15 ADDRESS: 406 Science Drive, Suite 310, Madison, WI 53711 DESCRIPTION: Authoring articles for non-profit newsletter. 3) CARRIE SCHMIDT POSITION: Sole Proprietor NATURE: CDFA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 8/1/2022 ADDRESS: Fitchburg, WI 53711 DESCRIPTION: Assisting divorcing individuals understand their marital property/assets, run projections on potential asset splitting scenarios and inform them of taxation and asset transfer rules. 4) NON-PROFIT BOARD MEMBER- THE BUSINESS FORUM POSITION: Board Member NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/20/2023 ADDRESS: 5653 LACY RD, 5653 LACY RD, Fitchburg WI 53711 DESCRIPTION: I will participate in the monthly Board Meetings, strategic planning to increase group membership, increase brand awareness and uphold the integrity and reputation of the long-established group. 5) CAPITAL CONNECTIONS GROUP POSITION: President NATURE: networking group INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/02/2014 ADDRESS: N/A (virtual), N/A WI 55555 DESCRIPTION: I lead the networking meetings which occur on the first and 3rd Tuesday of every month and I monitor the referrals being made within the group. 6) EQUANIMITY WEALTH PLANNING & INVESTING POSITION: Financial Professional NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/20/2025 ADDRESS: 2912 Marketplace Drive Suite 104, Fitchburg WI 53719 DESCRIPTION: Insurance sales, investment management, financial planning. Fixed Indexed annuities, fixed annuities, disability, life and long term care insurance, DBA, Financial Planning for a fee which includes CDFA work. 7) 4H GROUP LEADER POSITION: Co-Leader NATURE: youth development program INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 5510 Lacy Rd, Fitchburg WI 53711 DESCRIPTION: I attend monthly 4H group meetings, co-lead the meeting, work with the group's members to develop new ideas on how the kids can learn about different areas of life, develop various life skills, and animal husbandry, as well as get interested in new hobbies. I supervise the kids in their learning and conducting meetings. 8)CARRIE WATERS SCHMIDT POSITION: Agent NATURE: Selling Fixed Indexed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/02/2008 ADDRESS: 2912 Marketplace Dr., Fitchburg WI 53719, United States DESCRIPTION: Sell and market Fixed Index Annuities

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-17

Designations

Other Names

• Carrie Ellen Waters
• Carrie Ellen Waters