Inactive

Bryan T Schmitt

LPl Financial LLC

Greenwood Village, CO

CRD 7750005

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-01-29
AZ	RA	APPROVED	2023-06-14

CO RA
APPROVED

Since 2026-01-29
AZ RA
APPROVED

Since 2023-06-14

Branch Locations

5299 Dtc Blvd, Ste 1170, Greenwood Village, CO 80111 • United States

7355 E Peakview Ave, Centennial, CO 80111 • 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
Lpl Financial Llc	Centennial	CO	06/2023	Present
Schmitt & Associates, Llc	Centennial	CO	11/2011	Present

06/2023 → Present

Lpl Financial Llc

Centennial, CO
11/2011 → Present

Schmitt & Associates, Llc

Centennial, CO

Designations

Certified Financial Planner

Other Names

Bryan T Schmitt
Bryan Todd Schmitt

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC

MARSHALL INVESTMENT MANAGEMENT, LLC

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Nearby Investors

BRENNAN PAUL PATE

JOHN MICHAEL DODDS

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO

MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO

AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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