Parker Brian Schmidt
Investment adviser representative at Cassady Wealth & Retirement Planning L.L.C.
13 yearsExperience
2 statesRegistered in
$292.1MFirm assets
2 yearsFirm in business
Are you Parker Brian 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cassady Wealth & Retirement Planning L.L.C.Oct 2024 to now
- Gradient Securities, LLCOct 2024 to now
- Parker Schmidt, Sole ProprietorOct 2024 to now
- Estate Home ManagementMay 2019 to now
- Full Time StudentAug 2013 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Cassady Wealth & Retirement Planning L.L.C.
$292.1MAssets managed
455Clients
5Advisers
2 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
- 7972932
- Firm CRD
- 309710