Brady Schmidt Email & Phone Number

Founding Partner and Financial Planner @ Aligned Wealth Planning Group

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Brady Schmidt Location

Minneapolis, MN, US

Brady Schmidt Work

2019 - now Founding Partner and Financial Planner @ Aligned Wealth Planning Group
2009 - 2019 Founding Partner and Financial Advisor @ Coulter, Schmidt & Klein Private Wealth Advisors
2004 - 2009 Financial Advisor @ Financial Services Company
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2008 - 2008 President @ Mankato Area Jaycees

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Brady Schmidt Education

University of Wisconsin-La Crosse
Bachelor of Science (Finance)
2000 - 2004
Le Center High School
High School
1996 - 2000
The Ohio State University
CFP Certificate (Financial Planning)

Brady Schmidt Skills

Portfolio Management
Asset Management
Retirement Income Strategies

Wealth Management
Financial Planning
Retirement Income

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Brady Schmidt Summary

Brady Schmidt, based in Minneapolis, MN, US, is currently a Founding Partner and Financial Planner at Aligned Wealth Planning Group. Brady Schmidt brings experience from previous roles at Coulter, Schmidt & Klein Private Wealth Advisors, Coulter, Schmidt & Klein, a financial advisory practice of Ameriprise Financial and Mankato Area Jaycees. Brady Schmidt holds a 2000 - 2004 Bachelor of Science in Finance @ University of Wisconsin-La Crosse. With a robust skill set that includes Portfolio Management, Asset Management, Retirement Income Strategies, Wealth Management, Financial Planning and more. Brady Schmidt has 2 mobile phone numbers on RocketReach.

Brady Schmidt Phone Numbers

Found 3 phone numbers

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- amazon.com
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