TrueAdvisor
TrueAdvisor
LS
CFP
LS
CFP

Lisa Schmiedbauer

&partners
40 Years of Experience
Wichita, KS
1 DisclosureBroker
View SEC Summary
View SEC Summary

Lisa Schmiedbauer is a CFP-designated registered investment advisor at &partners, based in Wichita, KS, with 40 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8301 East 21st Street, Suite 320, Wichita, KS, 67206

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lisa has several business activities, including ownership in W&S Elk River Ranch LLC (ranching), Mountain High Condo LLC (rental property), Lisa J. Schmiedbauer LLC (finet practice), K&L Elk River Ranch LLC (sheep and cattle leasing), rental property in Breckenridge, Schmiedbauer Investment Partners LLC (finet practice, nearly full-time), and serves as a special trustee. None of these activities appear to involve selling insurance products.

Employment History
Current Registrations
&partners
March 2025 - Present · 1 yr 7 mos
&partners
March 2025 - Present · 1 yr 7 mos
&partnersBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Advisors
October 2022 - March 2025 · 2 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - March 2025 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - October 2022 · 19 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2003 - October 2022 · 19 yrs 3 mos
Prudential Securities Incorporated
March 1997 - July 2003 · 6 yrs 4 mos
Prudential Securities IncorporatedBroker
July 1991 - July 2003 · 12 yrs
Dean Witter Reynolds INC.Broker
March 1986 - July 1991 · 5 yrs 4 mos
State Registrations27 states
AKARAZCACODCFLGAHIILKSLAMAMDMNMOMTNCNENMOKSDTXVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Wichita, KS →All financial advisors in Kansas →