Best Investors Account Sign in
Inactive

Evan Todd Schmidt

Schmidt Financial Management

Kirkland, WA

Claim This Profile
Current Employers
Schmidt Financial Management

3435 Carillon Point, Kirkland, WA 98033 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-14
WA RA APPROVED 2024-03-14
  • TX RA
    APPROVED
    Since 2024-03-14
  • WA RA
    APPROVED
    Since 2024-03-14

Branch Locations

620 Kirkland Way, Suite 205, Kirkland, WA 98033 • 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
Schmidt Financial Group, Inc. Kirkland WA 07/2009 Present
Schmidt Financial Management Kirkland WA 06/2019 Present
Previous Registrations
  • 2009-12-07 → 2024-04-02
    Schmidt Financial Group, Inc.
    Kirkland, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-04
  • S65 Uniform Investment Adviser Law Examination
    2009-12-04
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
PRIVATE ASSET MANAGEMENT INC
RBC CAPITAL MARKETS, LLC
ROBINSWOOD FINANCIAL
MORGAN STANLEY
FOCUS PARTNERS WEALTH, LLC
TAIYO PACIFIC PARTNERS L.P.

Other Investors

ROBERT MATTHEW GRELLA
SCOTT NORMAN SETTLE
Julia Theresa Cosse
Samantha Lutz
Liam Settle
Alan Leung
THOMAS WALLING CONWAY
LEEANN HUGGINS

Other Offices

LPL FINANCIAL LLC · KIRKLAND, WA
RAYMOND JAMES & ASSOCIATES, INC. · Kirkland, WA
LPL FINANCIAL LLC · KIRKLAND, WA
PRIVATE ASSET MANAGEMENT INC · KIRKLAND, WA
RBC CAPITAL MARKETS, LLC · KIRKLAND, WA
ROBINSWOOD FINANCIAL · KIRKLAND, WA
ROBINSWOOD FINANCIAL · Kirkland, WA
MORGAN STANLEY · Kirkland, WA

More in Kirkland, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor