Nicole Schmitt
Investment adviser representative at Lightsquare Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$203.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lightsquare Wealth Management, LLCFeb 2026 to now
- JPMorgan Chase Bank, NAJun 2024 to Feb 2026
- JPMorgan Securities LLCJun 2024 to Feb 2026
- Morgan Stanley Smith Barney LLCMar 2022 to May 2024
- Wells Fargo Advisors, Lm Global InvestmentsOct 2021 to Mar 2022
- UnemployedApr 2020 to Sep 2021
- Concorde Asset Management, LLCSep 2018 to May 2019
- Schmitt ConsultingOct 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lightsquare Wealth Management, LLC
$203.5MAssets managed
172Clients
3Advisers
3 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
- 5288576
- Firm CRD
- 324958