Skip to main content

Our financial advice team


Kathleen M Schmidt, Private Wealth Advisor serving the De Pere, WI area - Ameriprise Advisors

Kathleen M Schmidt

CFP®, CRPC, AEP®

Private Wealth Advisor

Schmidt & Associates
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AEP® Accredited Estate Planner®

Education

  • Bachelor of Science,Mathematics,Michigan Technological University,Houghton, MI

Awards & recognition

  • Ameriprise Circle of Success, 2007-2008, 2011-2012, 2015, 2019, 2020, 2021
  • Schmidt & Associates, Ameriprise Client Experience Award, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Scholarships,Inc. Committee Member, Estate Planning Council of Northeast Wisconsin Board Member, Management Women, Inc., DePere Chamber of Commerce

Interests

  • I enjoy family time and traveling.
  • My favorite sports are golfing and skiing.
  • I love to read and learn new things.