Cheyanne Schmitt (CRD# 7265942) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has 1 year of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 5103781
Investments By Design, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dupaco Community Credit Union | Dubuque, IA | May 2021 - Current | 3 |
| Lpl Financial LLC | Dubuque, IA | May 2021 - Current | 3 |
| Duluth Trading Company | Dubuque, IA | Aug 2021 - Mar 2022 | < 1 |
| Dupaco Community Credit Union | Cedar Falls, IA | Nov 2017 - May 2021 | 3 |
| University Of Northern Iowa | Cedar Falls, IA | Aug 2017 - May 2021 | 3 |
| Hy-vee | Dubuque, IA | Sep 2015 - Jul 2019 | 3 |
| Mount Saint Francis | Dubuque, IA | Aug 2014 - Jun 2017 | 2 |
| Hempstead High School | Dubuque, IA | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- IA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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