Kerry Jeanne Schmitz
Investment adviser representative at Dougherty & Associates Financial Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$382.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Dougherty & Associates Financial Advisors, Inc.Jan 2013 to now
- Independent Financial GroupJan 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dougherty & Associates Financial Advisors, Inc.
$382.9MAssets managed
1,069Clients
5Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4440055
- Firm CRD
- 165145