GS
CFP
GS
CFP

Glenn Schmidt

19 Years of Experience
Needville, TX
1 DisclosureBroker

Glenn Schmidt is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Needville, TX, with 19 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

16134 Highway 36, Needville, TX, 77461-9319

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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
August 2026
Pending
Other Business Activities

Glenn owns several real estate properties, including single-family, land, and commercial properties, some of which are investment-related. He also owns Needville Financial Advisors, LLC and works as a Needville Financial Advisor, dedicating about a quarter of his time to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 11 mos
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 11 mos
Ameriprise Financial Services, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
March 2007 - November 2024 · 17 yrs 8 mos
Edward JonesBroker
January 2007 - November 2024 · 17 yrs 10 mos
State Registrations6 states
IAKYLANHOKTX
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.
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