SA
Steven Andrew Schmidt
CRD 2269458
Certified Financial Planner
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Ballast Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Ballast Advisors, Llc
Principal And Wealth Advisor · Less than 5% · Feb 2024
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Ballast Advisors, Llc
Principal And Wealth Advisor · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗