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Steven Andrew Schmidt

BALLAST ADVISORS, LLC·WOODBURY, Minnesota
Clean recordBALLAST ADVISORS, LLC
683 BIELENBERG DRIVE, WOODBURY, MN 55125CRD# 2269458Firm CRD# 285991

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Andrew Schmidt · WOODBURY, MN
Registration
CRD #2269458 · BALLAST ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Andrew Schmidt is a registered financial advisor based in WOODBURY, Minnesota, affiliated with BALLAST ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BALLAST ADVISORS, LLC
BALLAST ADVISORS, LLC
AUM
$512M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at BALLAST ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2269458
Firm CRD# 285991
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Andrew Schmidt offer?
Steven Andrew Schmidt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODBURY, Minnesota for a consultation.
What are Steven Andrew Schmidt's credentials?
Steven Andrew Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Andrew Schmidt located?
Steven Andrew Schmidt is based in WOODBURY, Minnesota, working with BALLAST ADVISORS, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Steven Andrew Schmidt charge for services?
Steven Andrew Schmidt's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLAST ADVISORS, LLC?
BALLAST ADVISORS, LLC has approximately 16 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALLAST ADVISORS, LLC

Paul Louis Parnell
WOODBURY, MN
Richard Gerard Gerczak
WOODBURY, MN

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