Ronald Schmidt
Ronald Schmidt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dickinson, ND, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
683 State Ave Ste H, Dickinson, ND, 58601
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Ronald owns the Ron Schmidt Investment Group and is involved with the Investment Center Advisor Group, both DBAs for LPL business. He also owns rental real estate and a business entity for tax/investment purposes, and spends minimal time as a notary.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, 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.