Kathleen M Schmidt
CFP®, CRPC™, AEP®
Private Wealth Advisor
Schmidt & Associates
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Estate Planning Strategies
- Retirement Planning Strategies
- Saving for Education
- Small Business
- Tax Planning Strategies
CFP® CERTIFIED FINANCIAL PLANNER™
CRPC™ Chartered Retirement Planning Counselor™
AEP® Accredited Estate Planner®
- 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
- I enjoy family time and traveling.
- My favorite sports are golfing and skiing.
- I love to read and learn new things.