BS
CFP
BS
CFP

Brady William Schmidt

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

110 Cheshire Lane Suite 200, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brady sells fixed life, disability, annuities, and long-term care insurance products, and is an advisory representative with AdvisorNet Wealth Partners, providing fee-based financial planning and asset management. He is also a Certified Financial Planner with Aligned Wealth Planning Group, dedicating full-time hours to identifying risks and opportunities and offering financial advice.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 1 mo
Cetera Wealth Services, LLC
October 2009 - Present · 16 yrs 4 mos
Cetera Wealth Services, LLCBroker
October 2009 - Present · 16 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Ameriprise Financial Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Ids Life Insurance CompanyBroker
October 2004 - July 2006 · 1 yr 9 mos
State Registrations11 states
AKAZCAIAKSMNNEPASDTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.