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FINANCIAL ADVISOR

Kate Schmidt

AAMS™
201 E Main St Suite 220, Reedsburg, WI 53959opens in a new window
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About Kate

As a financial advisor, there are few things I enjoy more than sitting with someone and discovering what is important to them. Whether you are planning for retirement, saving for college, interested in how you can help protect your financial future or any other financial goal, together we can work to achieve it. I use an established process to help create a personalized strategy for you and to support your priorities. I also work with attorneys and tax preparers to ensure we are looking at your complete financial picture. My favorite part of the process is partnering with you throughout...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • New Investors
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2007 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Horseback Riding
  • Pets

Team Members

  • Amanda Benesh
    Branch Office Administrator
  • Linda Page
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(608) 768-3688

Fax

(855) 823-3260

Office Address

201 E Main St Suite 220
Reedsburg, WI 53959opens in a new window

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