Daniel Michael Schmidt

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 08/2019 → 11/2023
  Augustine Financial
  Brookfield, WI
• 07/2017 → 08/2019
  Rogich Insurance Group
  Franklin, WI
• 06/2015 → 05/2017
  Tank It Easy
  Chicago, IL
• 01/2024 → 11/2024
  Edward Jones
  Stlouis, MO
• 02/2025 → 09/2025
  American Family Insurance
  Elm Grove, WI
• 02/2026 → 04/2026
  Commonwealth Financial Network
  Waltham, MA
• 10/2025 → 01/2026
  Unemployed
  Menomonee Falls, WI
• 04/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2026 → Present
  Hundt Financial Services, Inc.
  Brookfield, WI

Previous Registrations

• 2024-01-05 → 2024-11-25
  Edward Jones
  Waukesha, WI
• 2021-04-12 → 2023-11-08
  Commonwealth Financial Network
  Brookfield, WI

Other Businesses

1. Fixed insurance sales; as of 4/16/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-05

Other Names

• Daniel Schmidt
• Daniel M Schmidt