Matthew Schmidt
Matthew Schmidt is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Ft. Wayne, IN, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9910 Dupont Circle Drive East, Suite 100, Ft. Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a stewardship and council member at Emmanuel Lutheran Church. He also serves on the North Eastern IN Alumni Board for Ball State University.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations31 states
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