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 who works in Indianapolis, Indiana, who has 4 years of relevant experience. Schmidt is on the advisory team at Stifel, Nicolaus & Company, Inc. Over the course of their career, Schmidt has held roles at Wso2, Clustrix, Dish Network, Indiana University and Stifel Nicolaus. Schmidt has a Series 63 license, which qualifies them as a securities representative, and can serve investors in Indiana. Stifel, Nicolaus & Company, Inc is an advisory business based in Saint Louis, MO. It has offices in 459 locations and a total of 6,729 employees. It has $133 billion in assets across its 334,814 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 accounts, 24% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides 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. Financial advisory fee schedules vary depending on the type of services offered. However, fee types charged by Stifel, Nicolaus & Company, Inc likely include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

Office Location

8900 Keystone Crossing Suite 300
Indianapolis, IN 46240

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

IN Average: 458
Total Number of Accounts

334,814

IN Average: 33,415
Average Account Size

$395,894

IN Average: $343,232

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 been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Stifel Nicolaus

2016 - 2019 (3 years)

Wso2

2015 - 2016 (1 year)

Clustrix

2014 - 2015 (1 year)

Wso2

2013 - 2013 (< 1 year)

Dish Network

2010 - 2014 (4 years)

Indiana University

*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 John 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 Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Margaret Mcmanis
Palm Beach Gardens, FL
Robert Lipinski
Chicago, IL
Stephen Lestmann
Saint Louis, MO
Alan Beatty
Jefferson City, MO
Rodney Naylor
Glenwood Springs, CO
William Oehmig
Chattanooga, TN
Richard Borish
Palm Desert, CA

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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