Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Schmidt is a financial advisor at Ameriprise Financial Services, LLC. William has been in the financial industry since May 2000. He is registered in 16 states, including Iowa and Texas. William has earned his Series 4, Series 7, Series 24, Series 53, and Series 66 licenses. In addition to his work with Ameriprise Financial Services, LLC, William is also the owner of two other businesses. William can provide financial planning, pension consulting, educational seminars, and publication of periodicals. William has been employed by Ameriprise Financial Services, Inc. since 2005. He is also employed by Ameriprise Financial Services, LLC. William can provide financial services to individuals, corporations or other businesses, high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, trusts or estates, and state or municipal government entities.
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.
Asset allocation services
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.
1
2
IA
08/29/2013 - Present
Ameriprise Financial Services, LLC (WEST DES MOINES IA)
MN
05/10/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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