Reid Schmideler
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Reid Schmideler? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- Kettle FinancialFeb 2024 to now
- Cetera Advisor NetworksJan 2024 to Feb 2024
- Brookstone Capital ManagementJan 2022 to Feb 2024
- Foundations Investment Advisors LLCMay 2020 to Feb 2024
- Alloy Wealth Holdings LLC dba Alloy Investment ManagementApr 2020 to Feb 2024
- Formulafolio Investments, LLCApr 2019 to Dec 2021
- Retirement Wealth Advisors, Inc.Apr 2019 to Jun 2020
- Alloy Wealth Management, Inc.Jan 2019 to Feb 2024
- PfizerOct 2016 to Dec 2018
- Liberty UniversityJan 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7097750
- Firm CRD
- 105644