Allison
Schmidt
Higgins & Schmidt Wealth Strategies LLC
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About this Advisor
Allison Schmidt is a financial advisor based in Denver, Colorado, working with Higgins & Schmidt Wealth Strategies LLC. Allison has previously held positions at Raymond James Financial Services, Lpl Financial, LLC, Hd Wealth Strategies, LLC (Dba: Higgins & Schmidt Wealth Strategies), and Higgins & Deyoung Wealth Strategies, LLC. Allison has passed the Series 66 regulatory exam and is registered to provide services in Colorado, New Hampshire, and Texas. Currently, Allison is part of Higgins & Schmidt Wealth Strategies LLC, which operates out of Denver, Colorado. The firm has 4 employees and manages assets totaling $184.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Higgins & Schmidt Wealth Strategies LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Higgins & Schmidt Wealth Strategies LLC Brokerage Details
$184,842,898
4
805
$229,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Allison Schmidt Work History
Lpl Financial, LLC
Hd Wealth Strategies, LLC(Dba:Higgins&Schmidt Wealth Strategies)
Higgins & Deyoung Wealth Strategies, LLC
Raymond James Financial Services
Disclosures
Please visit the SEC profile of Allison Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Higgins & Schmidt Wealth Strategies LLC
Denver, CO
Denver, CO
Denver, CO
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