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Lukas Brandon Schmidt

Osaic Wealth, Inc.

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About Lukas Brandon Schmidt

Lukas Brandon Schmidt is an Investment Advisor Representative registered with Osaic Wealth, Inc. Lukas has been in the industry for over 6 years and is licensed in Arizona, California, Florida, Ohio, and South Carolina. Lukas has passed the Series 66, Series 7TO, and SIE exams. Lukas has a strong background in financial services and is dedicated to helping clients achieve their financial goals. Lukas specializes in financial planning, pension consulting, educational seminars, and portfolio management. Lukas is committed to providing personalized service to each client and working with them to develop a customized financial plan. Lukas is also a certified financial planner. Lukas is a dedicated professional with a passion for helping clients achieve their financial goals.

Firm Information

Lukas Schmidt is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lukas Schmidt’s Registration & Firm History

OH

10/11/2024 - Present

Osaic Wealth, Inc. (Broadview Heights OH)

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Licenses & Designations

BOTH

Issued 03/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lukas Brandon Schmidt.
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