Cassidy
Steck
Higgins & Schmidt Wealth Strategies LLC
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About this Advisor
Cassidy Steck is a financial advisor who works in Denver, Colorado with 1 year of relevant experience. Steck works at Higgins & Schmidt Wealth Strategies LLC. Steck has gained experience at Ameriprise Financial Services Inc, The James, Merrill Lynch, Southwestern Advantage, Wisconsin State Assembly, University Of Northwestern St Paul, Student, City Of Boulder Public Works, Morgan Stanley, Rockefeller Financial LLC, Higgins & Schmidt Wealth Strategies, LLC, University Of Wisconsin and Lpl Financial LLC. Steck holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Colorado and Texas. Higgins & Schmidt Wealth Strategies LLC is a financial advisory company headquartered in Denver, CO. It oversees $145 million in assets across its 646 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 646 accounts, 21% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Higgins & Schmidt Wealth Strategies LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Higgins & Schmidt Wealth Strategies LLC Brokerage Details
$144,815,508
5
646
$224,173
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cassidy Steck Work History
Cassidy has been registered as a financial advisor for 1 years.*
Higgins & Schmidt Wealth Strategies, LLC
Lpl Financial LLC
Rockefeller Financial LLC
Ameriprise Financial Services Inc
City Of Boulder Public Works
Morgan Stanley
The James
Merrill Lynch
Southwestern Advantage
Wisconsin State Assembly
University Of Northwestern St Paul
University Of Wisconsin
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cassidy Steck 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
Denver, CO
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