BS
CFP
BS
CFP

Brady Schmidt

21 Years of Experience
BrokerSells Insurance

Brady Schmidt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 21 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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.

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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 10 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 3 mos
Cetera Wealth Services, LLC
October 2009 - Present · 16 yrs 6 mos
Cetera Wealth Services, LLCBroker
October 2009 - Present · 16 yrs 6 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
AKAZCAIAKSMNMONEPATXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.