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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Palo Alto Wealth Advisors, LLC 3 years, 3 months Sep 2016 - Present
Schmidt Financial Group, Inc. 13 years, 4 months Aug 2006 - Present

Designations & Memberships

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Articles and Answers

Insights by Ryan Schmidt

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Answers

Ask a financial questionAsk a question
Wants to cash out my 401k from Lowe's no longer working for lowe's?
You will want to call the financial firm that operates the 401k plan for Lowes (you should be able to find the phone number on a recent statement) and request how to withdraw or rollover your funds.Alternatively, contact the Lowes HR department and they will likely direct you to the financial firm....  (more)
Answered Mar 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 21, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Feb. 22, 2019
      • $116.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Palo Alto Wealth Advisors, LLC

    Last updated on March 17, 2019
      • $172.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 350
        Accounts
      • $491.6K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements