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About Shannon D. Schmidt with LPL Financial
A Holistic Approach to Financial Planning
You want investments that are specifically picked for you and take advantage of market cycles. You want to feel understood, so that you know your goals are being met and that you are on your way to financial freedom.
By addressing all of your financial goals, I can help you create a clear path to financial security.
Creative & Ethical Financial Solutions
With over six years of experience with various financial firms, I find that the most important aspect of my role as a LPL Financial Planner is helping clients connect their current situations or NOWs with their best futures. I do this by creating customized portfolios, managing clients' investments, and creating in-depth financial plans across goals.
Click on my Linked In page below if you want to learn more about my education and career.