Wayne
Schmidt

Ameritas Advisory Services, LLC

CRD#1313631
Investment Advisor
in Mandeville, LA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Wayne Schmidt is a financial advisor working out of Mandeville, Louisiana with 2 years of relevant experience. Schmidt is an employee of Ameritas Advisory Services, LLC. Throughout their career, they have worked at Ameritas Investment Corp, Advantage Network Financial Services LLC, Wayne D Schmidt LLC, Capital Management Group LLC and Ameritas Advisory Services, LLC. Schmidt is able to operate in Louisiana. Ameritas Advisory Services, LLC is a firm that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 financial advisors. It oversees $9 billion in assets under management among its 35,218 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 38 charitable organizations. Of its 35,218 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Ameritas Advisory Services, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Ameritas Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2315 Florida St Bldg 100 Ste 112
Mandeville, LA 70448

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

LA Average: 226
Total Number of Accounts

35,218

LA Average: 7,467
Average Account Size

$242,342

LA Average: $264,928

Investment Advisory Services

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

Wayne Schmidt Work History

Wayne has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2013 - Present (11 years)

Capital Management Group LLC

2012 - Present (12 years)

Wayne D Schmidt LLC

2006 - Present (18 years)

Ameritas Investment Corp

2006 - Present (18 years)

Advantage Network Financial Services 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 Wayne 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 Ameritas Advisory Services, LLC

Joshua Moskowitz
Centreville, VA
Qaadir Williams
Houston, TX
Greggory Glass
Overland Park, KS
Louay Elhadj
Placerville, CA
Gordon Thorn
Overland Park, KS
Craig Hausz
Dallas, TX
Christopher Riel
San Ramon, CA
Daniel Billings
Greensboro, NC

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started