Christopher
Schroeder

Midland Wealth Management

CRD#4063034
Investment Advisor
in Saint Louis, MO

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About this Advisor

Christopher Schroeder is a financial advisor based in Saint Louis, Missouri, working with Midland Wealth Management. Christopher has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Fifth Third Securities, Umb, Midland Wealth Management, Midland States Bank, and Claris Advisors, LLC. Christopher has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Christopher is part of Midland Wealth Management, which operates out of Saint Louis, Missouri. The firm has 6 offices and 18 employees. The firm manages assets totaling $2.5 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Midland Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9925 Clayton Road
Saint Louis, MO 63124

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Midland Wealth Management Brokerage Details

Total Assets Under Management

$2,534,150,689

MO Average: $6,674,516,078
Total Number of Employees

18

MO Average: 44
Total Number of Accounts

3,997

MO Average: 2,564
Average Account Size

$634,013

MO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Christopher Schroeder Work History

2023 - Present (2 years)

Midland Wealth Management

2023 - Present (2 years)

Midland States Bank

2020 - 2023 (3 years)

Claris Advisors, LLC

2015 - 2015 (< 1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - 2020 (5 years)

Umb

2014 - 2015 (1 year)

Fifth Third Securities

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Schroeder 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 Midland Wealth Management

Ashley Ottens
Effingham, IL
Christopher Schroeder
Saint Louis, MO
Christopher Zabel
Rockford, IL
Ryan Lange
Effingham, IL
Noah Spencer
Rockford, IL
Debra Targonski
Plainfield, IL
Kaleb Gottfred
Rockford, IL
Rachel Brimm
Plainfield, IL

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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