Aaron Schmit
Aaron Schmit is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williston, ND, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
223 Main St, Williston, ND, 58801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is an ESOP Committee Member at American State Bank and Trust since 2010 and an ASBT Funds Management Committee Member since 2019, dedicating minimal time to each. He also serves as Chair of the Board for Bethel Lutheran Foundation since 2022, spending minimal time outside trading hours and a few hours per week during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations25 states
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