Sanford
Schmidt
Catalyst Wealth Management
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About this Advisor
Sanford Schmidt is a chartered financial consultant working out of Northbrook, Illinois with a total of 7 years of industry experience. Schmidt is an employee of Catalyst Wealth Management. Throughout their career, they have worked at Schmidt Financial Group, Schmidt Advisory Services Dba Catalyst Wealth Management, Axa Advisors LLC and The Leaders Group Inc. Schmidt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Catalyst Wealth Management is a financial advisory firm based out of Northbrook, IL. It oversees $140 million in assets under management between its 200 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 200 customer accounts, 60% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on the type of services offered. However, fee types billed by Catalyst Wealth Management can be comprised of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Catalyst Wealth Management Brokerage Details
$139,570,000
3
200
$697,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sanford Schmidt Work History
Sanford has been registered as a financial advisor for 7 years.*
The Leaders Group Inc
Schmidt Advisory Services Dba Catalyst Wealth Management
Schmidt Financial Group
The Leaders Group Inc
The Leaders Group Inc
Axa Advisors LLC
*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 Sanford 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 Catalyst Wealth Management
Northbrook, IL
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