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David Andrew Schmidt

TreasurerVision2020 Wealth Management Corp.CRD 2099154

About David Andrew Schmidt

David Andrew Schmidt is listed as Treasurer at Vision2020 Wealth Management Corp. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. David Andrew Schmidt is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Vision2020 Wealth Management Corp.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Andrew Schmidt work?

David Andrew Schmidt is listed as Treasurer at Vision2020 Wealth Management Corp. on SEC Form ADV.

How much of Vision2020 Wealth Management Corp. does David Andrew Schmidt own?

Form ADV reports a beneficial ownership band of Under 5%.

Vision2020 Wealth Management Corp.

TitleTreasurer
OwnershipUnder 5%
Control personNo
Since2021
View Vision2020 Wealth Management Corp. →

Osaic Advisory Services, LLC

TitleTreasurer, Financial And Operations Principal
OwnershipUnder 5%
Control personNo
Since2021
View Osaic Advisory Services, LLC →