Stephen Schmidt
Stephen Schmidt is a registered investment advisor at Meridian Financial Group, INC., based in Milwaukie, OR, with 32 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Financial Group's investment management fee is a percentage of the assets they manage, but the brochure states that the fee is negotiable and does not exceed 2.5% annually. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Location
4120 SE International Way, Suite A209, Milwaukie, OR, 97222
Get directionsHistory
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
Stephen sells term life insurance, health insurance, disability insurance, and fixed annuities, dedicating minimal time to this. He also provides financial plans and advice for hourly and fixed fees, and owns rental real estate, each taking minimal time.
Employment History
Current Registrations
Meridian Financial Group, INC.
LPL Financial LLCBroker
Previous Registrations
Associated Securities CORP.Broker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.