Charles
Schmidt

Kestra Advisory Services, LLC

CRD#4795052
Investment Advisor
in Southfield, MI

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About this Advisor

Charles Schmidt is a financial advisor based in Southfield, Michigan, working with Kestra Advisory Services, LLC. Charles has previously held positions at Nfp Securities, Inc, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Charles has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Charles is part of Kestra Advisory Services, LLC, which operates out of Southfield, Michigan. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26400 Lahser, Ste. 312
Southfield, MI 48033

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$48,324,319,629

MI Average: $3,042,739,679
Total Number of Employees

1,266

MI Average: 49
Total Number of Accounts

140,425

MI Average: 2,315
Average Account Size

$344,129

MI Average: $1,314,358

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

Charles Schmidt Work History

2016 - Present (8 years)

Kestra Advisory Services, LLC

2004 - Present (20 years)

Kestra Investment Services, LLC

2004 - 2016 (12 years)

Nfp Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Charles 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 Kestra Advisory Services, LLC

Joseph Kamon
Pittsburgh, PA
Matthew Douglas
Austin, TX
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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