Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Higgins & Schmidt Wealth Strategies LLC financial advisors

Every SEC-registered investment adviser representative at Higgins & Schmidt Wealth Strategies LLC, by the state and city of the office they work from.

The short answer

4 registered advisors work at Higgins & Schmidt Wealth Strategies LLC, in 1 state and 1 city; the most are in Denver, CO (4). 3 list the CFP designation and 2 are also registered broker representatives.

Search every Higgins & Schmidt Wealth Strategies LLC advisor by name →Who joined and left Higgins & Schmidt Wealth Strategies LLC →Higgins & Schmidt Wealth Strategies LLC: assets, clients and custodians →

Cities with the most Higgins & Schmidt Wealth Strategies LLC advisors

Denver, CO 4

Higgins & Schmidt Wealth Strategies LLC advisors by state

Higgins & Schmidt Wealth Strategies LLC in Colorado 4

Denver 4

Questions

How many financial advisors does Higgins & Schmidt Wealth Strategies LLC have?

4 investment adviser representatives are registered with Higgins & Schmidt Wealth Strategies LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 3 list the CFP designation and 2 are also registered as broker representatives.

Where does Higgins & Schmidt Wealth Strategies LLC have the most advisors?

Denver, CO, with 4 registered advisors. By state, Colorado has the most, with 4.

How do I find a Higgins & Schmidt Wealth Strategies LLC financial advisor near me?

Pick your state below, then your city, to see every Higgins & Schmidt Wealth Strategies LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Higgins & Schmidt Wealth Strategies LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →