Joseph Schmidt

Current Employers

Employment History

• 10/2019 → 09/2022
  Partners In Financial Planning
  Salem, VA
• 05/2018 → 08/2018
  New Millennium Building Systems
  Salem, VA
• 09/2017 → 05/2018
  American Association Of Christian Counselors
  Lynchburg, VA
• 01/2011 → 05/2019
  Homeschooling/Liberty University
  Lynchburg, VA
• 08/2019 → 10/2019
  Young Sealcoating
  Forest, VA
• 06/2022 → Present
  Sunrise Personal Finance, Llc
  Phoenix, AZ
• 07/2022 → Present
  Hsc Wealth Advisors
  Forest, VA
• 06/2019 → 07/2019
  Cfp Preparation And Examination
  Lynchburg, VA
• 05/2017 → 08/2017
  Young Sealcoating
  Forest, VA
• 02/2024 → Present
  Wf Stevens Financial Advisors, Llc
  Green Valley, AZ
• 03/2023 → Present
  Liberty University
  Lynchburg, VA
• 08/2024 → Present
  Eversource Wealth Advisors, Llc
  Green Valley, AZ

Previous Registrations

• 2022-09-03 → 2024-08-13
  Sunrise Personal Finance
  Mesa, AZ
• 2021-10-20 → 2022-08-24
  Partners In Financial Planning, Llc
  Salem, VA

Other Businesses

1). Joseph Schmidt is currently employed as a Paraplanner at HSC Wealth Advisors; Investment-Related; 1563 Crossings Centre Dr Suite 100, Forest, VA 24551; Financial Planning and investment management; Part-time Paraplanner; September 6, 2022; Approximately 20 hours a month; Assisting the financial planners of HSC Wealth Advisors in preparing for meetings and servicing clients. 2). Joseph Schmidt is currently employed as a Financial Planner at WF Stevens Financial Advisors, LLC; Investment-Related; 518 E White House Canyon Rd, Green Valley, AZ 85614; Financial Planning; Part-time Financial Planner; February 12, 2024; Approximately 120 hours a month; Assisting the Generous Wealth Advisors team of the RIA Eversource Wealth Advisors, LLC in preparing for meetings and servicing clients. 3). Joseph Schmidt is currently employed as a adjunct instructor at Liberty University; not Investment-Related; 1971 University Blvd, Lynchburg, VA 24515; Education; Adjunct Instructor; March 2023; Approximately 5 hours a month not during trading hours. Teaching online business classes. 4). Joseph Schmidt is the founder of Sunrise Personal Finance which is his student loan consulting business. He founded this business in September 2022. He does not perform investment advice through this business, and he spends approximately 8 hours per month on this activity outside of trading hours from his home address: 140 S Spencer Mesa AZ 85204

Designations