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David Martin Schmidt

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska
Unclaimed Profile
12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 5675524Firm CRD# 165127
01

About

David Martin Schmidt is a registered financial advisor based in LAVISTA, Nebraska, affiliated with ARBOR POINT 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
Nonprofits & Foundations
03

Firm Overview

Firm
ARBOR POINT ADVISORS, LLC
ARBOR POINT ADVISORS
AUM
$6.9B
Regulatory assets under management
Employees
2643
Total firm employees
View all advisors at ARBOR POINT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5675524
Firm CRD# 165127
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Martin Schmidt offer?
David Martin Schmidt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.
What are David Martin Schmidt's credentials?
David Martin Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Martin Schmidt located?
David Martin Schmidt is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.
How does David Martin Schmidt charge for services?
David Martin Schmidt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR POINT ADVISORS, LLC?
ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAVISTA
William Sayler Wostoupal — ARBOR POINT ADVISORS, LLCAndrew Brian Rogers — ARBOR POINT ADVISORS, LLCBrian Spencer Nielsen — ARBOR POINT ADVISORS, LLCPamela Janine Wertheim — ARBOR POINT ADVISORS, LLCCurtis James Reed — ARBOR POINT ADVISORS, LLC
Nearby cities in Nebraska
OMAHA (429)LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)GRAND ISLAND (10)
City Guides
OMAHA GuideLINCOLN GuideNORTH PLATTE GuideLA VISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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