ChooseAFinancialAdvisor.com
Advisors / Colorado / Windsor
36yrs

Robert Schmidt

Full name on record: Robert Jay Schmidt

Financial advisor at Osaic Wealth

Based in Windsor, Colorado, Robert Schmidt is a fiduciary financial advisor with 36 years of industry experience. Robert joined Osaic Wealth in 2024, after six years at Securities America Advisors and three years at Mutual of Omaha Investor Services. Robert holds the ChFC designation.

One of 48 advisors with offices in Windsor, and one of 46 fiduciaries.

Windsor, CO 80528ChFCTop 5% by experience in ColoradoFiduciary advisor
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At a glance

Experience36 years (since 1991)
How that compares ?Top 5% by experience in Colorado
Office7791 Highland Meadows Parkway, Suite D, Windsor, CO 80528
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2018 – 2024
    Securities America Advisors, Inc.Previously
  3. 2015 – 2018

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Osaic Wealth at 800-821-5100 and ask for Robert Schmidt. Robert works from the Windsor, CO office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1991, about 36 years. Top 5% by experience in Colorado.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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