AdvisorOS Directory
Claim Profile
LS

Lisa Ripley Schmidt

PERKINS CAPITAL MANAGEMENT INC·WAYZATA, Minnesota
Unclaimed Profile
730 EAST LAKE STREET, WAYZATA, MN 55391-1769CRD# 1431196Firm CRD# 105028
01

About

Lisa Ripley Schmidt is a registered financial advisor based in WAYZATA, Minnesota, affiliated with PERKINS CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
PERKINS CAPITAL MANAGEMENT INC
PERKINS CAPITAL MANAGEMENT INC
AUM
$131M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PERKINS CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1431196
Firm CRD# 105028
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAYZATA?

Browse all registered financial advisors in WAYZATA, Minnesota or claim this profile if it's yours.

Browse WAYZATA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lisa Ripley Schmidt offer?
Lisa Ripley Schmidt specializes in Investment Management, Fee-Only Advisory. Contact their office in WAYZATA, Minnesota for a consultation.
What are Lisa Ripley Schmidt's credentials?
Lisa Ripley Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ripley Schmidt located?
Lisa Ripley Schmidt is based in WAYZATA, Minnesota, working with PERKINS CAPITAL MANAGEMENT INC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.
How does Lisa Ripley Schmidt charge for services?
Lisa Ripley 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 PERKINS CAPITAL MANAGEMENT INC?
PERKINS CAPITAL MANAGEMENT INC has approximately 9 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WAYZATA
Gregory William Swaim — BLUE ROCK ADVISORS, LLCBlake Matthew Carlson — WAYZATA INVESTMENT PARTNERS LLCKelly Marie Aubrey — WAYZATA INVESTMENT PARTNERS LLCLorenzo Paloscia — ASYMMETRIC CAPITAL MANAGEMENT, LLC.Beth K Carrington — PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile