Steven Andrew Schmidt
Principal, Wealth AdvisorBallast Advisors, LLCCRD 2269458
About Steven Andrew Schmidt
Steven Andrew Schmidt is listed as Principal, 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, 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
| Title | Principal, Wealth Advisor |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Ballast Advisors, LLC
| Title | Principal And Wealth Advisor |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |