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Cathi Lynne Schmidt

STONEBRIDGE CAPITAL ADVISORS LLC·ST. PAUL, Minnesota
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2550 UNIVERSITY AVENUE WEST, ST. PAUL, MN 55114-1017CRD# 2032834Firm CRD# 111447
01

About

Cathi Lynne Schmidt is a registered financial advisor based in ST. PAUL, Minnesota, affiliated with STONEBRIDGE CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STONEBRIDGE CAPITAL ADVISORS LLC
STONEBRIDGE CAPITAL ADVISORS LLC
AUM
$2.0B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at STONEBRIDGE CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2032834
Firm CRD# 111447
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cathi Lynne Schmidt offer?
Cathi Lynne Schmidt specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST. PAUL, Minnesota for a consultation.
What are Cathi Lynne Schmidt's credentials?
Cathi Lynne Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cathi Lynne Schmidt located?
Cathi Lynne Schmidt is based in ST. PAUL, Minnesota, working with STONEBRIDGE CAPITAL ADVISORS LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.
How does Cathi Lynne Schmidt charge for services?
Cathi Lynne Schmidt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE CAPITAL ADVISORS LLC?
STONEBRIDGE CAPITAL ADVISORS LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONEBRIDGE CAPITAL ADVISORS LLC

Donald W. Young
ST. PAUL, MN
Robert Alan Kincade
ST. PAUL, MN
Allison Hippen
ST. PAUL, MN
Dennis Ernest Nielsen
ST. PAUL, MN
Dennis Theodore Hippen
ST. PAUL, MN
Heidi Louise Hukriede
ST. PAUL, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)MAPLE GROVE (23)
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Research
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