Kyle Allen Schmidt
Investment adviser representative at Bip Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Bip Wealth, LLCApr 2018 to now
- Suntrust Advisory ServicesSep 2016 to Mar 2018
- Suntrust BankMay 2015 to Mar 2018
- Suntrust Investment Services, Inc.May 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 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
- 6003283
- Firm CRD
- 143208