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David Martin Schmidt

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska
SIE, Series 27, Series 99TOClean recordARBOR POINT ADVISORS, LLC
12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 5675524Firm CRD# 165127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Martin Schmidt · LAVISTA, NE
Registration
CRD #5675524 · ARBOR POINT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ARBOR POINT ADVISORS, LLC
CRD 165127 · SEC 801-77135
AUM
$6.9B
Regulatory assets under management
Employees
2,643
28,010 client accounts
Services offered by ARBOR POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ARBOR POINT ADVISORS, LLC →
Introduction

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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 at ARBOR POINT ADVISORS, LLC

Brian Spencer Nielsen
LAVISTA, NE
Dennis Michael King
LAVISTA, NE
CFP
Erinn June Ford
LAVISTA, NE
William Sayler Wostoupal
LAVISTA, NE
Gregg Howard Johnson
LAVISTA, NE
Hal Matthew Gilbert
LAVISTA, NE

More Advisors in LAVISTA, Nebraska

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Daniel Robert Mcgarrigle
ARBOR POINT ADVISORS, LLC·LAVISTA, NE
Gregory Allen Cornick
ARBOR POINT ADVISORS, LLC·LAVISTA, NE
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
OMAHA (287)LINCOLN (90)LA VISTA (18)GRAND ISLAND (8)NORTH PLATTE (7)NORFOLK (6)SCOTTSBLUFF (5)KEARNEY (5)LOUISVILLE (4)HASTINGS (4)
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Research
Advisor Fees in NebraskaNational Fee Analysis
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