Advisor at Bridgeway Wealth Management, LLC
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Firm
Bridgeway Wealth Management, LLC
Location
Cedar Rapids, IA 52402
Credentials
Series 66
Industry experience
4 years
Noah Schmall is a financial advisor with Bridgeway Wealth Management, LLC in Cedar Rapids, Iowa, holding a Series 66 designation and four years of industry experience. He also manages Schmall Law Firm PLLC, where he practices law focusing on estate planning, wills, and power of attorney matters. Prior to joining Bridgeway Wealth Management, he held various roles at Raymond James Financial Services Advisors, 1935 Wealth Management, and Lynch Dallas. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using a range of investment products and utilizes both discretionary and non-discretionary management, primarily through third-party wrap-fee platforms administered by Raymond James.
Based on Bridgeway Wealth Management, LLC
Based on Bridgeway Wealth Management, LLC
Fixed fees may be charged for financial planning or consulting projects; specifics vary.
0.50% – 1.50% annually (varies based on portfolio size, composition, services, and service provider)
Insurance products offered by supervised persons on a commission basis separately from advisory fees.
$500 to $2,000 per hour, negotiable depending on scope and professional.
Account minimum: $1,000
1909 51 St Street Ne
Cedar Rapids, IA 52402
Iowa · Texas
Schmall Law Firm PLLC
2023 - Present (3 years)
Bridgeway Wealth Management, LLC
2023 - Present (3 years)
Raymond James Financial Services Advisors, Inc.
2022 - 2023 (1 year)
1935 Wealth Management
2021 - 2023 (2 years)
Raymond James Financial Services
2021 - 2023 (2 years)
Stoddard Investments
2021 - 2023 (2 years)
Lynch Dallas
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
Lynch Dallas
2018 - 2018 (1 year)
Kollmorgen Schule & Zahradnik
2017 - 2017 (1 year)
University of Iowa
2016 - 2019 (3 years)
Unemployed
2016 - 2016 (1 year)
Iowa State University
2014 - 2016 (2 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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 65
Marion, IA
Lexington Capital, LLC
Series 65, Series 66
Cedar Rapids, IA
Ares-Bound Capital
Series 63, Series 65
Marion, IA
TRUEWEALTH STEWARDSHIP, LLC
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
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