Cole T Schmitt
Investment Adviser Representative at COMPOUND PLANNING, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cole T. Schmitt has worked in the securities industry since 2019. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in New York.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
Compound Planning, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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