Best Investors
Account
Sign in
3435 Carillon Point, Kirkland, WA 98033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-14 |
Branch Locations
620 Kirkland Way, Suite 205, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schmidt Financial Group, Inc. | Kirkland | WA | 08/2021 | Present |
| Deloitte & Touche Llp | Seattle | WA | 08/2006 | 08/2021 |
| Schmidt Financial Management, Inc. | Kirkland | WA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
Reach out to this advisor