David Schmidt Email & Phone Number

With over 30 years of experience in the financial services industry, I began my financial career in the Trust Department at Bank of America, and transitioned to an investment career with AG Edwards shortly thereafter. I went independent in 1997 which has allowed me to fully meet the needs of my clients with a personalized approach, and a client-centered model, that I still utilize to this day.In 2007 I earned my Accredited Investment Fiduciary designation (AIF) accreditation at the University of Pennsylvania/Wharton School on the West Coast. This professional certification signifies that I have consistently maintained the highest standards of fiduciary duty and responsibility on behalf of my clients and my business.I'm deeply passionate about the investment industry and thrive on fostering unique relationships with each of my clients. Through a hands-on approach, I work closely with them to develop personalized investment strategies tailored to their specific needs and aspirations. My goal is to equip every client with the tools and knowledge they need to achieve their wealth-building goals.I'm honored to have been nominated as the Best Wealth Manager in the Kansas City Area by the Kansas City Business Journal for the past decade. This recognition underscores my dedication to serving the local community and helping individuals achieve financial success.Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC. SAI is separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI.*Click on Website link for full disclosure*https://www.promillennial.com/

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  Rockhurst University

  Economics And Marketing