Investment adviser representative · Dessonville Financial Group Incorporated
Keith V. Schmidt
CRD 1128840 · Omaha, NE
At a glance
Keith V. Schmidt is an investment adviser representative with Dessonville Financial Group Incorporated in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Keith’s SEC record dates to 1994, about 32 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Dessonville Financial Group IncorporatedSince April 1994Omaha, NE · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Keith’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.