John
Schmidt

Stifel, Nicolaus & Company, Inc

CRD#5941621
Investment Advisor
in Indianapolis, IN

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About this Advisor

John Schmidt is a certified financial planner working out of Indianapolis, Indiana, with a total of 12 years of experience as a financial advisor. Schmidt is on the advisory team at Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Wso2, Clustrix, Northwestern Mutual Financial Network, Dish Network, David A Noyes, Rail Trail Gardens, Indiana University and Stifel Nicolaus. Schmidt has a Series 63 license, certifying them as a securities representative, and is approved to serve investors in Indiana. Stifel, Nicolaus & Company, Inc is a financial advisory business that has its headquarters in Indianapolis, Indiana. The firm has offices in 434 locations and a total of 6,384 employees. It handles $149 billion in assets among its 316,625 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 1,274 charitable organizations. Of its 316,625 customer accounts, 27% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on the financial services. Fee types charged by Stifel, Nicolaus & Company, Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

8900 Keystone Crossing Suite 300
Indianapolis, IN 46240

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

IN Average: 458
Total Number of Accounts

316,625

IN Average: 33,415
Average Account Size

$469,203

IN Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Schmidt Work History

John has 12 years of experience.

2019 - Present (3 years)

Stifel Nicolaus

2016 - 2019 (3 years)

Wso2

2015 - 2016 (1 year)

Clustrix

2014 - 2015 (1 year)

Wso2

2013 - 2013 (< 1 year)

Dish Network

2012 - 2012 (< 1 year)

David A Noyes

2012 - 2012 (< 1 year)

Rail Trail Gardens

2012 - 2013 (1 year)

Northwestern Mutual Financial Network

2011 - 2012 (1 year)

Northwestern Mutual Financial Network

2010 - 2014 (4 years)

Indiana University

Disclosures

John Schmidt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Kyle Shaw
Saint Louis, MO
Kelsey Feeley
Washington, DC
Kevin Bowcock
San Diego, CA
Joshua Williams
Lagrange, GA
Leslie Nelson
Wenatchee, WA
Dennis Johnson
Mequon, WI
Michael Beck
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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