Broker Check
Randy Schmidt, CFP®

Randy Schmidt, CFP®

Financial Advisor

Randy grew up with his 4 brothers and sister working on the family farm in North Dakota. He completed his bachelor's degree while serving his country in the Army National Guard. In 1998, Randy moved to Michigan where he began his career as a professional Financial Advisor.

Randy truly exceeds in helping his clients clarify their financial position, identifying their unique needs, and developing an effective action plan to pursue those goals. He has over 25 years of experience in the Financial Services industry; including Investment Management, Retirement Planning, Estate Planning, Financial Planning, Risk Management, and Income Tax Planning.

Outside of work he enjoys cooking, spending time on the lake with his family and volunteering in the community. 

Professional Designations and Registrations:

  • Series 7 General Securities Registration through LPL Financial
  • Series 63 Uniform Securities State Law Exam through LPL Financial
  • Michigan State Insurance Life, Accident & Health, Long-Term Care & Disability
  • Registered Financial Consultant (RFC)
  • CERTIFIED FINANCIAL PLANNERTM professional

Affiliations:

  • Sparta Chamber of Commerce
  • Rotary Club of Sparta & Kent City
  • Financial Planning Association
  • Financial Services Institute

Favorite Quote: "If you think you can do a thing, or you think you can't do a thing; you're right." -- Henry Ford