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Joseph Schmidt

Investment Adviser Representative at EVERSOURCE WEALTH ADVISORS, LLC

Green Valley, AZCRD #7456753Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
2 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
ArizonaTexas
Examinations passed
SIE
Securities Industry Essentials Examination
Passed 2/15/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 12.00%
Tier 2
Source

Eversource Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EVERSOURCE WEALTH ADVISORS, LLCCurrent
8/19/2024Green Valley, AZ
SUNRISE PERSONAL FINANCE
9/3/20228/13/2024Mesa, AZ
PARTNERS IN FINANCIAL PLANNING, LLC
10/20/20218/24/2022Salem, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Schmidt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Joseph Schmidt - Financial Advisor in Green Valley, AZ | AdvisorFinder