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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED_RES | 2025-03-21 |
Branch Locations
8301 East 21St Street Suite 320, Wichita, KS 67206 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
Wichita, KS • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wichita | KS | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wichita | KS | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Wichita | KS | 10/2022 | 03/2025 |
| &Partners | Nashville | TN | 03/2025 | Present |
1. W&S ELK RIVER RANCH LLC, NOT INVESTMENT RELATED, WICHITA KS, 100% OWNERSHIP WITH SPOUSE, START 1/1/2024, 8 HOURs PER MONTH, ZERO DURING TRADING, RANCHING.| 2. MOUNTAIN HIGH CONDO LLC, INV RELATED, WICHITA, KS, 100% OWNERSHIP WITH SPOUSE, START 3/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. | 3. LISA J. SCHMIEDBAUER LLC, INV RELATED, WICHITA, KS, 100% OWNERSHIP, START 10/13/2022, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE.| 4. K&L ELK RIVER RANCH LLC, INV RELATED, WITCHITA, KS, 100% OWNERSHIP WITH SPOUSE, START 6/7/2018, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, SHEEP AND CATTLE LEASING.| 5. RENTAL PROPERTY, INV RELATED, BRECKENRIDGE, CO, 100% OWNERSHIP WITH SPOUSE, START 8/1/1989, 1 HOUR PER MONTH, ZERO DURING TRADING. 6. SCHMIEDBAUER INVESTMENT PARTNERS LLC, INV RELATED, WICHITA, KS, 100% OWNERSHIP WITH SPOUSE, START 8/26/2022, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.;| 7. SPECIAL TRUSTEE FOR FRIEND/CLIENT, INV RELATED, WICHITA, KS, START: 2/21/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING. MOUNTAIN HOME CONDO, LLC POSITION: member NATURE: rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: breckenridge co DESCRIPTION: owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-17 |
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