


Schmidt Financial Resources Revenue
Financial Services • United States • 1-10 Employees
Schmidt Financial Resources revenue & valuation
| Annual revenue | $9,577,793 |
| Revenue per employee | $4,789,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,700,000 |
| Total funding | No funding |
Key Contact at Schmidt Financial Resources
Bill Schmidt
President
Company overview
| Headquarters | United States |
| Phone number | +13527351688 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1994 |
| Employees | 1-10 |
| Socials |
Schmidt Financial Resources Email Formats
Schmidt Financial Resources uses 1 email format. The most common is {first initial} (e.g., j@financialplans.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@financialplans.net | 100% |
About Schmidt Financial Resources
Schmidt Financial Resources, Inc. is a full-service, highly tactical and strategic boutique wealth management firm. We are supported by a team of experienced advisors with the same mission: use enduring principles to help individuals plan for retirement. Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide that individuals, families, and business owners can rely on for unbiased recommendations and a value-based investment approach. Contact my office today to learn more about how value-based financial planning can serve your unique financial needs.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Schmidt Financial Resources has never raised funding before.
Frequently asked questions
4.8
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