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Peter Josef Schmitt

Schmitt Wealth Advisers, LLC

Cincinnati, OH

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Current Employers
Schmitt Wealth Advisers, Llc

4555 Lake Forest Drive Suite 235, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2016-04-22
OH RA APPROVED 2016-04-20
  • KY RA
    APPROVED
    Since 2016-04-22
  • OH RA
    APPROVED
    Since 2016-04-20

Branch Locations

4555 Lake Forest Drive Suite 235, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schmitt Wealth Advisers, Llc Cincinnati OH 08/2015 09/2022
Schmitt Wealth Advisers, Llc Cincinnati OH 09/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-27
  • S65 Uniform Investment Adviser Law Examination
    2015-06-27
Designations

View on SEC IAPD

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ANDERS KRISTIAN JUEL
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CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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