Derek Thomas Schmidt
Investment adviser representative at Altus Wealth Management, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$405.2MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Altus Wealth Management, LLCMay 2023 to now
- UnemployedJan 2023 to Apr 2023
- UBS Financial ServicesNov 2021 to Dec 2022
- Fidelity Brokerage Services, LLCMar 2016 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, OH).
Altus Wealth Management, LLC
$405.2MAssets managed
286Clients
5Advisers
12 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
- 6626557
- Firm CRD
- 153650