Steven Grant Higgins
Investment adviser representative at Higgins & Schmidt Wealth Strategies LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$279.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- LPL Financial, LLCMay 2017 to now
- Higgins & Schmidt Wealth Strategies LLCAug 2010 to now
- Raymond James Financial Services Advisors Inc.Apr 2014 to May 2017
- Raymond James Financial ServicesAug 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Higgins & Schmidt Wealth Strategies LLC
$279.5MAssets managed
239Clients
4Advisers
5 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
- 4785771
- Firm CRD
- 286063