Lindsay Schmitt
Investment adviser representative at Oppenheimer & Co. Inc.
12 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Oppenheimer & Co. Inc.Jan 2024 to now
- Charles Schwab & Co., Inc.Apr 2023 to Jan 2024
- ManpowerFeb 2023 to Apr 2023
- Amerifirst Financial CorporationAug 2020 to Feb 2023
- Private CompanyOct 2019 to Aug 2020
- UnemployedAug 2019 to Oct 2019
- Kalamazoo County Consolidated Dispatch AuthorityFeb 2019 to Aug 2019
- D&l Industrial ServicesDec 2018 to Feb 2019
- KpepJun 2018 to Dec 2018
- United State Postal ServiceSep 2017 to Jun 2018
- UnemployedJul 2017 to Sep 2017
- Auto World FinancialJun 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 7716688
- Firm CRD
- 249