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Joseph Schmidt

Strategic Advisers LLC

Milwaukee, WI

Brookfield, WI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-05-26
  • WI RA
    APPROVED
    Since 2026-05-26

Branch Locations

Milwaukee, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Hillsdale College Hillsdale MI 08/2023 06/2024
Elite Energy Distribution Brookfield WI 05/2025 08/2025
Brookfield Academy Brookfield WI 05/2022 08/2022
Hillsdale College Hillsdale MI 08/2025 12/2025
Fidelity Investments Brookfield WI 01/2026 Present
Brookfield Academy Brookfield WI 08/2016 05/2020
Hillsdale College Hillsdale MI 08/2024 05/2025
Hillsdale College Hillsdale MI 08/2022 05/2023
Broan Nu-Tone Hartford WI 06/2024 08/2024
D&S Technologies Brookfield WI 05/2020 08/2020
Blueline Cleaning Services Pewaukee WI 05/2023 08/2023
D&S Technologies Brookfield WI 05/2021 08/2021
Brookfield Academy Brookfield WI 08/2020 05/2021
Hillsdale College Hillsdale MI 08/2021 05/2022
  • 08/2023 → 06/2024
    Hillsdale College
    Hillsdale, MI
  • 05/2025 → 08/2025
    Elite Energy Distribution
    Brookfield, WI
  • 05/2022 → 08/2022
    Brookfield Academy
    Brookfield, WI
  • 08/2025 → 12/2025
    Hillsdale College
    Hillsdale, MI
  • 01/2026 → Present
    Fidelity Investments
    Brookfield, WI
  • 08/2016 → 05/2020
    Brookfield Academy
    Brookfield, WI
  • 08/2024 → 05/2025
    Hillsdale College
    Hillsdale, MI
  • 08/2022 → 05/2023
    Hillsdale College
    Hillsdale, MI
  • 06/2024 → 08/2024
    Broan Nu-Tone
    Hartford, WI
  • 05/2020 → 08/2020
    D&S Technologies
    Brookfield, WI
  • 05/2023 → 08/2023
    Blueline Cleaning Services
    Pewaukee, WI
  • 05/2021 → 08/2021
    D&S Technologies
    Brookfield, WI
  • 08/2020 → 05/2021
    Brookfield Academy
    Brookfield, WI
  • 08/2021 → 05/2022
    Hillsdale College
    Hillsdale, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
  • S66 Uniform Combined State Law Examination
    2026-05-18
Other Names
  • Joseph Schmidt
  • Joseph Daniel Schmidt

View on SEC IAPD

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