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Our financial advice team


Kathleen M Schmidt

Kathleen M Schmidt

CFP®, CRPC®, AEP®

Private Wealth Advisor

Schmidt & Associates
27
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.

Areas of focus

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

Interests

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

Awards & recognition

  • Ameriprise Circle of Success, 2007-2008, 2011-2012, 2015, 2019, 2020

Qualifications

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

Education

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

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Community participation

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