Keith Schmidt
Keith Schmidt is a CFP, ChFC-designated registered investment advisor at Dessonville Financial Group Incorporated, based in Omaha, NE, with 31 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith does business as The Benefits Consulting Group, an investment-related business, since 1991. Keith is also an insurance agent assisting employers with employee benefits and individuals with insurance policies, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Dessonville Financial Group Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.