Cheyanne M Schmitt
Investment adviser representative at LPL Financial LLC
9 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
9 years in the industry.
- LPL Financial LLCMay 2021 to now
- Dupaco Community Credit UnionNov 2017 to now
- Duluth Trading CompanyAug 2021 to Mar 2022
- University of Northern IowaAug 2017 to May 2021
- Hy-veeSep 2015 to Jul 2019
- Mount Saint FrancisAug 2014 to Jun 2017
- Hempstead High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7265942
- Firm CRD
- 6413