Advisor at Strategic Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Wealth Partners LLC
Location
Fort Thomas, KY
Credentials
Series 63, Series 66
Industry experience
10 years
Adam Schmidt is a financial advisor with Strategic Wealth Partners LLC in Fort Thomas, KY, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Foundations Investment Advisors, UBS Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, Schmidt serves as a ski patroller at Perfect North Slopes, where he promotes safe enjoyment of snow sports and provides emergency first aid when necessary. Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high-net-worth individuals and retirement plans. The firm focuses on managing portfolios through third-party sub-advisers and turnkey asset management platforms while tailoring investments to client objectives and risk tolerance.
Based on Strategic Wealth Partners LLC
Based on Strategic Wealth Partners LLC
Financial planning and consulting fees fixed, negotiable generally ranging from $0 to $25,000
$0+: 1.00% minimum annual fee (household minimum) unspecified+: up to a maximum total annual fee of 2.50% for portfolio management and advisory services
Commissions are earned from insurance product sales by firm representatives who are also licensed insurance agents
Account minimum: $25,000.00 Minimum fee: Minimum annual household fee of 1.00% for portfolio management and advisory services
Fort Thomas, KY
Kentucky · Tennessee · Texas
Strategic Wealth Partners LLC
2025 - Present (1 year)
Foundations Investment Advisors, LLC
2023 - 2025 (2 years)
Unemployed
2023 - 2023 (1 year)
UBS Financial Services Inc
2018 - 2023 (5 years)
Whole Foods Market
2017 - 2018 (1 year)
WJW Management
2017 - 2018 (1 year)
Fidelity Brokerage services, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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