Kate Schmidt, Financial Advisor located in Reedsburg, WI

Financial Advisor
Kate Schmidt

AAMS®
201 E Main St Suite 220, Reedsburg, WI 53959opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Horseback Riding
  • Pets

Team Members

  • Amanda Benesh
    Sr. Branch Office Administrator
  • Linda Page
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(608) 768-3688

Fax

(855) 823-3260

Office Address

201 E Main St Suite 220
Reedsburg, WI 53959opens in a new window

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