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Steven Andrew Schmidt

Principal And Wealth AdvisorBallast Advisors, LLCCRD 2269458

About Steven Andrew Schmidt

Steven Andrew Schmidt is listed as Principal And Wealth Advisor at Ballast Advisors, LLC in Woodbury, MN. Form ADV reports a beneficial ownership band of Under 5%. Steven Andrew Schmidt is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Ballast Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Andrew Schmidt work?

Steven Andrew Schmidt is listed as Principal And Wealth Advisor at Ballast Advisors, LLC on SEC Form ADV.

How much of Ballast Advisors, LLC does Steven Andrew Schmidt own?

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

Ballast Advisors, LLC

TitlePrincipal And Wealth Advisor
OwnershipUnder 5%
Control personYes
Since2017
View Ballast Advisors, LLC →

Ballast Advisors, LLC

TitlePrincipal And Wealth Advisor
OwnershipOver 75%
Control personYes
Since2018
View Ballast Advisors, LLC →