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Thomas Connaughton Schmidt

Stratos Wealth Partners, Ltd.

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About Thomas Connaughton Schmidt

Thomas Connaughton Schmidt is a financial advisor with Stratos Wealth Partners, Ltd. Thomas has been in the industry for over 20 years and holds both Series 63 and Series 65 licenses. Thomas is a Certified Financial Planner (CFP) and Personal Financial Specialist (PFS). Thomas's previous experience includes working for NEXT FINANCIAL GROUP, INC. and WADDELL & REED, INC. Thomas is currently registered with the state of Mississippi and Texas as an Investment Advisor Representative.

Firm Information

Thomas Schmidt is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

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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other

Percentage of assets under management with third party managers

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Thomas Schmidt’s Registration & Firm History

MS

11/29/2022 - Present

Stratos Wealth Partners, Ltd. (Gulfport MS)

TX

07/01/2002 - 09/04/2014

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

KS

01/07/2000 - 07/09/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 05/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Connaughton Schmidt.
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