Charles
Schmidt
Kestra Advisory Services, LLC
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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
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Securities, Inc
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
Mckinney, TX
Pittsburgh, PA
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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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.
