Lisa Schmiedbauer is a CFP-designated registered investment advisor at &partners, based in Wichita, KS, with 40 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
8301 East 21st Street, Suite 320, Wichita, KS, 67206
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Regulatory History (1)
Customer Dispute
June 2019Other 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
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations27 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.