Scott A. Schmidt, Cfp® Email & Phone Number
@schmidt-lerner.com
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Who is Scott A. Schmidt, Cfp®? Overview
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Scott A. Schmidt, Cfp® is listed as Founding Attorney at Schmidt & Lerner, LLC, a with 2 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at schmidt-lerner.com and a matched LinkedIn profile for Scott A. Schmidt, Cfp®.
Scott A. Schmidt, Cfp® previously worked as Vice President - Wealth Advisor at Sanctuary Wealth and Investment Executive at Fifth Third Securities. Scott A. Schmidt, Cfp® holds J.D. from The John Marshall Law School.
Email format at Schmidt & Lerner, LLC
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AeroLeads found 1 current-domain work email signal for Scott A. Schmidt, Cfp®. Compare company email patterns before reaching out.
About Scott A. Schmidt, Cfp®
As an attorney, financial advisor, and CFP® professional, I help clients to grow, preserve, and protect their wealth. I also help them to leave a legacy for their loved ones through wealth management, insurance, and estate planning solutions. Admitted to the Illinois BarSeries 24 - General Securities PrincipalSeries 53 - Municipal Securities PrincipalSeries 7 - General Securities RepresentativeSeries 63 - State Securities RepresentativeSeries 65- Investment Adviser Representative(AZ, CA, CO, FL, GA, IL, IN, MI, MN, MO, NE, NV, NY, NC, OH, OR, PA, SC, TN, TX, WA, WI)Licensed insurance agent for life, health and long term care (IL)Specialties: The Supreme Court of Illinois does not recognize certifications of specialties in the practice of law, nor does it recognize certifications of expertise in any phase of the practice of law by any agency, governmental or private, or by any group, organization or association.Securities offered through Sanctuary Securities, Inc., member FINRA (www.finra.org)/SIPC(www.sipc.org). Advisory services offered through Sanctuary Advisors, LLC, a SEC registered investment advisor. Registration does not imply a certain level of skill or training.Content listed on this profile is for general purposes only and is not a recommendation or an offer to buy or sell any security. Third party posts found on this profile do not reflect the views of Sanctuary and have not been reviewed by Sanctuary as to accuracy or completeness. Posts on this website made by the above referenced individual and any responses/comments to these posts will be monitored and retained in accordance with FINRA and/or SEC Rules.Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. The Smithberg Group is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. Insurance Licensed in Illinois.
Scott A. Schmidt, Cfp®'s current company
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Scott A. Schmidt, Cfp® work experience
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Vice President - Wealth Advisor
Current
Founding Attorney
CurrentSchmidt & Lerner serves clients by protecting and preserving their families’ wealth and health through every phase of life through estate planning. Although every estate plan addresses different issues and must meet unique requirements, we understand that our clients crave common sense and practical planning. Schmidt & Lerner stakes its reputation on happy clients who have been represented well for a reasonable fee. We go out of our way to ensure that our clients understand exactly what their options are and what their estate plans will do. Our clients’ questions and input are vital to our work so we do not charge our estate planning clients for time spent communicating. Our fees are very competitive, and for many estate planning services we offer a flat fee.We try to make estate planning as easy and convenient as possible for our clients. We do not want our clients to feel a sense of awe and mystery when we conclude our representation. We want our clients to understand the value of our services and to feel confident recommending our work to their friends and families.
Investment Executive
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and redefine their needs as necessary to help keep them on track to achieve their long-term goals.
Corporate Counsel / Vice-President And Investment Advisor
Attorney
Paralegal
Scott A. Schmidt, Cfp® education
B.A., Philosophy
Epidemiology
Frequently asked questions about Scott A. Schmidt, Cfp®
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What company does Scott A. Schmidt, Cfp® work for?
Scott A. Schmidt, Cfp® works for Schmidt & Lerner, LLC.
What is Scott A. Schmidt, Cfp®'s role at Schmidt & Lerner, LLC?
Scott A. Schmidt, Cfp® is listed as Founding Attorney at Schmidt & Lerner, LLC.
What is Scott A. Schmidt, Cfp®'s email address?
AeroLeads has found 1 work email signal at @schmidt-lerner.com for Scott A. Schmidt, Cfp® at Schmidt & Lerner, LLC.
Where is Scott A. Schmidt, Cfp® based?
Scott A. Schmidt, Cfp® is based in Greater Chicago Area, United States while working with Schmidt & Lerner, LLC.
What companies has Scott A. Schmidt, Cfp® worked for?
Scott A. Schmidt, Cfp® has worked for Schmidt & Lerner, Llc, Sanctuary Wealth, Fifth Third Securities, Meritus Financial Group, and O'Connell, Tivin, Miller & Burns, Llc.
Who are Scott A. Schmidt, Cfp®'s colleagues at Schmidt & Lerner, LLC?
Scott A. Schmidt, Cfp®'s colleagues at Schmidt & Lerner, LLC include Lee Lerner.
How can I contact Scott A. Schmidt, Cfp®?
You can use AeroLeads to view verified contact signals for Scott A. Schmidt, Cfp® at Schmidt & Lerner, LLC, including work email, phone, and LinkedIn data when available.
What schools did Scott A. Schmidt, Cfp® attend?
Scott A. Schmidt, Cfp® holds J.D. from The John Marshall Law School.
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