Nadia Omar Schmidt
Investment adviser representative at Missionsquare Wealth Management
10 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Missionsquare Wealth ManagementSep 2023 to now
- Missionsquare RetirementSep 2023 to Mar 2026
- Institutional Capital Network, Inc.Aug 2022 to Sep 2023
- Simon Markets LLCJul 2022 to Sep 2023
- HomemakerMay 2022 to Jul 2022
- Regions BankSep 2018 to May 2022
- Sanibel Sunglass CompanyAug 2017 to May 2019
- Whole FoodsAug 2017 to Mar 2018
- Benchmark AutomotiveMay 2017 to Aug 2017
- European Wax CenterJan 2017 to Jul 2017
- IhopAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
Missionsquare Wealth Management
Legal name: Icma-rc Services, LLC
$0Assets managed
0Clients
24Advisers
Under 1 yearIn 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
- 7588693
- Firm CRD
- 23189