Joseph Schmidt
Investment adviser representative at Eversource Wealth Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.1BFirm assets
Are you Joseph Schmidt? 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
- Seminars and workshops
Experience
15 years in the industry.
- Eversource Wealth Advisors, LLCAug 2024 to now
- Wf Stevens Financial Advisors, LLCFeb 2024 to now
- Liberty UniversityMar 2023 to now
- Hsc Wealth AdvisorsJul 2022 to now
- Sunrise Personal Finance, LLCJun 2022 to now
- Partners In Financial PlanningOct 2019 to Sep 2022
- Young SealcoatingAug 2019 to Oct 2019
- Cfp Preparation and ExaminationJun 2019 to Jul 2019
- New Millennium Building SystemsMay 2018 to Aug 2018
- American Association of Christian CounselorsSep 2017 to May 2018
- Young SealcoatingMay 2017 to Aug 2017
- Homeschooling/liberty UniversityJan 2011 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 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
- 7456753
- Firm CRD
- 286340