Michael
Schmidt

Allstate Financial Advisors, LLC

CRD#2632498
Investment Advisor
in Greenwood, MO

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About this Advisor

Michael Schmidt is a financial advisor working in Greenwood, Missouri with 8 years of industry experience. Schmidt is an employee of Allstate Financial Advisors, LLC. Throughout their career, they have worked at New York Life Insurance, Nylife Securities LLC, Pruco Securities LLC, The Prudential Insurance Company Of America, Northwestern Mutual Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Investment Services, LLC and Allstate Financial Services. Schmidt holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. Allstate Financial Advisors, LLC is a registered investment business operating out of Lincoln, NE. It has offices in 39 locations and a total of 335 advisors. It has $29 million in total assets between its 139 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The advisory firm provides selection of other advisers. Financial advisory fees typically are based on the type of services provided. Fees charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

Greenwood, MO

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

MO Average: $1,978,216,465
Total Number of Employees

335

MO Average: 226
Total Number of Accounts

139

MO Average: 7,467
Average Account Size

$205,173

MO Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Michael Schmidt Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Allstate Financial Services

2014 - 2014 (< 1 year)

Northwestern Mutual Investment Services, LLC

2013 - 2013 (< 1 year)

Pruco Securities LLC

2013 - 2013 (< 1 year)

The Prudential Insurance Company Of America

2013 - 2014 (1 year)

Northwestern Mutual Insurance Company

2013 - 2014 (1 year)

Northwestern Mutual Investment Services LLC

2011 - 2013 (2 years)

New York Life Insurance

2011 - 2013 (2 years)

Nylife Securities 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 Michael 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 Allstate Financial Advisors, LLC

Lester Norwood
Newport News, VA
Benjamin Alcid
Rockville, MD
Joseph Beranger
Ventura, CA
John Saulpaw
Saint George, UT
Kevin Taalman
Northbrook, IL
Thomas Caffrey
Hilton Head Island, SC
Annie Cronin
Daly City, CA
Joseph Mcdonough
Las Vegas, NV

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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