AdFi
NS

Noah Schmall

Investment Adviser Representative at Bridgeway Wealth Management, LLC

Cedar Rapids, IACRD #7454551Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Noah Schmall is an investment adviser representative with Bridgeway Wealth Management, LLC in Cedar Rapids, IA, where they have been registered since 2023. They have worked in the securities industry since 2021 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Iowa and Texas.

Office

1909 51st Street Ne
Cedar Rapids, IA 52402

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/31/2021
Series 7
General Securities Representative Examination
Passed 11/23/2021
SIE
Securities Industry Essentials Examination
Passed 10/25/2021
Series 24
General Securities Principal Examination
Passed 12/12/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bridgeway Wealth Management, LLCCurrent
6/30/2023 – Cedar Rapids, IA
Raymond James Financial Services Advisors, Inc
1/4/2022 – 7/20/2023Cedar Rapids, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Raymond James Financial Services
    Oct 2021 – Jun 2023Cedar Rapids, IA
  2. University of Iowa
    Aug 2016 – May 2019Iowa City, IA
  3. Kollmorgen Schule & Zahradnik
    May 2017 – Aug 2017Belle Plaine, IA
  4. Lynch Dallas
    May 2018 – Aug 2018Cedar Rapids, IA
  5. Unemployed
    May 2019 – Aug 2019Iowa City/Des Moines, IA
  6. Lynch Dallas
    Aug 2019 – Sep 2021Cedar Rapids, IA
  7. Raymond James Financial Services Advisors, Inc.
    Jan 2022 – Jun 2023Cedar Rapids, IA
  8. Stoddard Investments
    Sep 2021 – Jun 2023Cedar Rapids, IA
  9. 1935 Wealth Management
    Oct 2021 – Jun 2023Cedar Rapids, IA
  10. Schmall Law Firm PLLC
    Jun 2023 – no end date reportedCedar Rapids, IA
  11. Bridgeway Wealth Management, LLC
    Jun 2023 – no end date reportedCedar Rapids, IA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bridgeway Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement income planning including social security navigation and withdrawal strategies; management of investments within defined benefit plans for farmers with strategic asset allocation; and comprehensive wealth accumulation services including education savings plans, asset allocation, investment strategies, and estate planning considerations.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops
Firm areas of expertise
Retirement PlanningWealth AccumulationAgricultural FinanceDefined Benefit PlansAsset AllocationEstate PlanningIncome Tax PreparationSocial Security

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Cedar Rapids, IA
SEC file number:
801-128190

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 27, 2026

View full firm profile

Other advisors at Bridgeway Wealth Management, LLC

1 other advisor in the directory

View Bridgeway Wealth Management, LLC firm profile

Similar advisors in Cedar Rapids, IA

Other advisors whose filed branch office is in the same city.

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. Noah Schmall 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched