Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kip? Claim Your ProfileKip Schmidt is a financial advisor with over 12 years of experience in the industry. Kip has a Series 6, Series 62, Series 63 and Series 65 license and has worked for New York Life, Woodbury Financial Services, Inc. and is currently a registered representative with Osaic Wealth, Inc. Kip is a financial advisor with experience in providing insurance and financial services. Kip is also an owner and operator of Central Dakota Financial Group LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
ND
01/19/2024 - Present
Osaic Wealth, Inc. (BISMARCK ND)
ND
06/06/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BISMARCK ND)
ND
03/20/2012 - 06/08/2017
NYLIFE SECURITIES LLC (BISMARCK ND)
IA
Issued 6/1/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/8/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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