Inactive

Collin James Schmidt

Crusonia Wealth Advisors LLC

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Current Employers

Crusonia Wealth Advisors Llc

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-06-09

CO RA
APPROVED

Since 2025-06-09

Branch Locations

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • 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

Organization	City	State	From	To
Wagner Wealth Management	Denver	CO	01/2011	01/2018
Private Capital Management	Denver	CO	01/2018	01/2023
Private Capital Management	Denver	CO	01/2023	08/2024
Private Capital Management	Denver	CO	08/2024	06/2025
Crusonia Wealth Advisors	Denver	CO	06/2025	Present

01/2011 → 01/2018

Wagner Wealth Management

Denver, CO
01/2018 → 01/2023

Private Capital Management

Denver, CO
01/2023 → 08/2024

Private Capital Management

Denver, CO
08/2024 → 06/2025

Private Capital Management

Denver, CO
06/2025 → Present

Crusonia Wealth Advisors

Denver, CO

Previous Registrations

2018-03-27 → 2025-06-16

Southstate Private Capital Management Llc

Columbia, SC
2013-04-11 → 2018-03-21

Wagner Wealth Management, Llc

Denver, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-04-10

S65 Uniform Investment Adviser Law Examination

2013-04-10

Designations

View on SEC IAPD

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