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William John Schmidt

Belpointe Asset Management LLC

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About William John Schmidt

William John Schmidt is an investment advisor representative at Belpointe Asset Management LLC, a firm based in Reno, Nevada. William has been in the industry since 2004. He is a registered Investment Advisor Representative in Michigan. William is currently associated with Belpointe Asset Management LLC and has been with the firm since 2019.

Firm Information

William Schmidt is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

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 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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William Schmidt’s Registration & Firm History

MI

03/13/2019 - Present

Belpointe Asset Management LLC (STANWOOD MI)

MI

05/01/2009 - 04/09/2012

SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)

MI

03/19/2009 - 05/04/2009

PRUCO SECURITIES, LLC. (MACOMB MI)

MI

09/20/2006 - 01/23/2009

PRUCO SECURITIES, LLC. (TROY MI)

MI

01/22/2004 - 09/21/2006

THRIVENT INVESTMENT MANAGEMENT INC. (STERLING HEIGHTS MI)

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Licenses & Designations

BOTH

Issued 12/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William John Schmidt.
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