Katie Blechschmidt (CRD# 7329373) is an Investment Advisor Representative working at Fmi Financial, Ltd. in Oak Brook,, IL and has 1 year of experience in the finance industry. Katie Blechschmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fmi Financial, Ltd. | Oakbrook, IL | Jan 2021 - Current | 3 |
| Capital Strategies Investment Group | Oakbrook Terrace, IL | Jun 2016 - Jan 2021 | 4 |
| South China Restaurant | Fort Collins, CO | Feb 2014 - Mar 2016 | 2 |
- IL
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Total Assets Under Management58MILLIONS
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Total Number of Accounts443ACCOUNTS
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Average Account Value$131,999
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, TX
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