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Joseph Charles Schmidt

Archford Capital Strategies, LLC

Swansea, IL

CRD 8081537

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Employer firm

Archford Capital Strategies, LLC CRD 164482

$1.49B regulatory AUM 4 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:

Current Employers
Archford Capital Strategies, Llc

13 Wolf Creek Suite 2, Swansea, IL 62226 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-12
MO RA APPROVED 2025-05-12
  • IL RA
    APPROVED
    Since 2025-05-12
  • MO RA
    APPROVED
    Since 2025-05-12

Branch Locations

13 Wolf Creek Suite 2, Swansea, IL 62226 • 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
Hartford Athletic Hartford CT 01/2024 12/2024
Charleston Battery Charleston SC 01/2022 12/2023
Indiana University Bloomington IN 07/2017 12/2021
High School Chagrin Falls OH 04/2015 06/2017
Archford Capital Strategies, Llc Swansea IL 01/2025 Present
  • 01/2024 → 12/2024
    Hartford Athletic
    Hartford, CT
  • 01/2022 → 12/2023
    Charleston Battery
    Charleston, SC
  • 07/2017 → 12/2021
    Indiana University
    Bloomington, IN
  • 04/2015 → 06/2017
    High School
    Chagrin Falls, OH
  • 01/2025 → Present
    Archford Capital Strategies, Llc
    Swansea, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

DANNY THOMAS REEVES
Stephen Joseph Otto Torre
Quinn Patrick Jansen

Nearby Offices

LPL FINANCIAL LLC · SWANSEA, IL
EDWARD JONES · SWANSEA, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SWANSEA, IL

More in Swansea, IL

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