Collin James Schmidt
Investment adviser representative at Crusonia Wealth Advisors LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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
Experience
15 years in the industry.
- Crusonia Wealth Advisors LLCJun 2025 to now
- Private Capital ManagementJan 2018 to Jun 2025
- Wagner Wealth ManagementJan 2011 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Crusonia Wealth Advisors LLC
$1.2BAssets managed
542Clients
15Advisers
2 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
- 6169644
- Firm CRD
- 330057