HIGGINS & SCHMIDT WEALTH STRATEGIES LLC

DENVER, Colorado·3 registered advisors·CRD# 286063
SEC# 801-1196220(720) 287-0918
01

Firm Overview

AUM
$185M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at HIGGINS & SCHMIDT WEALTH STRATEGIES LLC

3 registered advisors
Allison Louise Schmidt
DENVER, Colorado
CFP
Molly Jeanne Cooper
DENVER, Colorado
CFP
Steven Grant Higgins
DENVER, Colorado
CFP
05

Office Locations

DENVER, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. HIGGINS & SCHMIDT WEALTH STRATEGIES LLC (CRD# 286063) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.