Evan Todd Schmidt
Investment adviser representative at Schmidt Financial Management
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$497.5MFirm 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
17 years in the industry.
- Schmidt Financial ManagementJun 2019 to now
- Schmidt Financial Group, Inc.Jul 2009 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Schmidt Financial Management
Legal name: Schmidt Financial Management, Inc.
$497.5MAssets managed
140Clients
2Advisers
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
- 5724516
- Firm CRD
- 328247