Kelly Schmidt, Financial Advisor located in Glen Carbon, IL

Financial Advisor
Kelly Schmidt

CFP®
108 Magnolia Drive Suite C, Glen Carbon, IL 62034opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Domestic Partner Finances
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Football
  • Wine Collecting/Enthusiast
  • Traveling
  • History and Museums

Team Members

  • Kristen Steinman
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(618) 692-9904

Fax

(800) 380-5217

Office Address

108 Magnolia Drive Suite C
Glen Carbon, IL 62034opens in a new window

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