Investment adviser representative · Lightsquare Wealth Management, LLC
Nicole Schmitt
CRD 5288576 · Bingham Farms, MI
At a glance
Nicole Schmitt is an investment adviser representative with Lightsquare Wealth Management, LLC in Bingham Farms, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nicole’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Lightsquare Wealth Management, LLCSince March 2026Bingham Farms, MI · $204M in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Nicole’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
- 5 firmsLocked
- 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.
More at Lightsquare Wealth Management, LLC
- Lyndon L. DavisBingham Farms
- John R. EdmondsBingham Farms
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