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Brady Schmidt, CFP®

Brady Schmidt, CFP®

Financial Planner

Brady discovered his enthusiasm for numbers at a young age, learning statistics from the backs of baseball cards and always keeping score for family card games.  As the son of two educators, Brady values lifelong learning and empowering others with information. After graduating honorably at the top of his high school class, Brady attended the University of Wisconsin - La Crosse where he obtained his Bachelor of Science degree in Finance, and a minor in Economics. On top of his college degrees, Brady has received his Certified Financial Planner designation and holds his series 7 and 66 registrations along with insurance licenses in numerous states. 

As a fiduciary and independent advisor, Brady puts his clients first and thrives off seeing his clients pursue their goals and expand their horizons. Brady enjoys getting to know his clients beyond their balance sheet and building trusted multi-generational relationships.

Outside of the office, Brady and his partner Mark enjoy their time in Golden Valley, where they live. You can catch them around town grabbing dinner with friends, taking in a play, or attending a local sporting event. Want to spark a conversation? Tell Brady about your most recent travels, last 18 holes of golf, fantasy sports teams, or how badly your March Madness bracket was busted this year.