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Rachel Schmidt

11 Years of Experience
Phoenix, AZ
Broker

Rachel Schmidt is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 11 years of industry experience. Rachel 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

3131 E Camelback Road Suite 100, Phoenix, AZ, 85016

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rachel works as a financial advisor at Renaissance Financial, providing financial services. This takes up a full-time commitment, with most of the hours occurring during trading hours.

Employment History
Previous Registrations
Cetera Investment Advisers LLC
January 2025 - March 2026 · 1 yr 2 mos
Exams
No exam information available for this advisor.