Steven Andrew Schmidt

CFP · ChFC

32 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management

Ballast Advisors, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

803 clients

Average Client Portfolio

$732K average

Assets Under Management

$587.6M

Fee Structure

Minimum Investment:None

Location

2550 University Ave. W., Suite 314N, St. Paul, MN, 55114

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History

Regulatory History (1)

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Customer Dispute

December 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Steven owns commercial real estate. He is also an independent insurance agent with various insurance companies.

Employment History

Current Registrations

Ballast Advisors, LLC

February 2017 - Present · 9 yrs

Previous Registrations

Ameriprise Financial Services, INC.

October 2012 - February 2017 · 4 yrs 4 mos

Ameriprise Financial Services, INC.

July 2009 - December 2010 · 1 yr 5 mos

Ameriprise Financial Services, INC.Broker

January 1993 - February 2017 · 24 yrs 1 mo

Ids Life Insurance CompanyBroker

January 1993 - July 2006 · 13 yrs 6 mos

State Registrations2 states

MNTX

Advisor

Exams

No exam information available for this advisor.