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Reid Schmideler

6 Years of Experience
Sheboygan Falls, WI
BrokerSells Insurance

Reid Schmideler is a registered investment advisor at Cetera Investment Advisers LLC, based in Sheboygan Falls, WI, with 6 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1102 Fond Du Lac Ave, Sheboygan Falls, WI, 53085

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Reid is an employee of Kettle Financial, assisting Larry Kettle with practice management duties. This takes a few hours per week and occurs during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Brookstone Capital Management LLC
February 2022 - January 2024 · 1 yr 11 mos
Foundations Investment Advisors LLC
May 2020 - January 2024 · 3 yrs 8 mos
Alloy Investment Management
April 2020 - December 2023 · 3 yrs 8 mos
Formula Folio Investments
April 2019 - December 2021 · 2 yrs 8 mos
Retirement Wealth Advisors, INC.
April 2019 - June 2020 · 1 yr 2 mos
State Registrations15 states
ARFLGAIDILKSMIMNMONCOKSCTNTXWI
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.