Unclaimed
Kevin Schmidt is a registered investment advisor representative with First Command Advisory Services, Inc. Kevin has been in the securities industry since August 2017 and is licensed in multiple states including Iowa, Nebraska, and Texas. Kevin's primary area of expertise is in providing financial planning and portfolio management services to individuals, families, and businesses. Kevin is a member of the Nebraska Referee Development Program and dedicates a portion of his time to this non-profit organization. Kevin is passionate about helping people achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
08/13/2024 - Present
First Command Advisory Services (Papillion NE)
BOTH
Issued 09/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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