Kent
Schmidt

Smith, Moore & Co

CRD#2153325
Investment Advisor
in Effingham, IL

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About this Advisor

Kent Schmidt is a certified financial planner based out of Effingham, Illinois with 14 years of industry experience. Schmidt is an advisor for Smith, Moore & Co. They have spent their whole career at Smith, Moore & Co. Schmidt has a Series 63 license, certifying them as a securities broker, and is approved to operate in Illinois. Smith, Moore & Co is a financial advisory business based in Saint Louis, MO. It has offices in 10 locations and a total of 55 employees. It handles $2 billion in assets under management across its 4,657 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to nine charitable organizations. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types charged by Smith, Moore & Co can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

401 S Banker St Suite E
Effingham, IL 62401

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Smith, Moore & Co Brokerage Details

Total Assets Under Management

$1,451,104,109

IL Average: $11,469,110,461
Total Number of Employees

55

IL Average: 458
Total Number of Accounts

4,657

IL Average: 33,415
Average Account Size

$311,596

IL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kent Schmidt Work History

Kent has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Smith Moore & Co

*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 Kent 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 Smith Moore & Co

Kyle Shaw
Saint Louis, MO
Danny Moore
Brandon, MS
Christina Hake
Jefferson City, MO
Donna Zoeller
Saint Louis, MO
Ian Rothbarth
Saint Louis, MO
Cory Downer
Saint Louis, MO
Todd Barnthouse
Brandon, MS
Lauren Hemmen
Effingham, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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