LPL Financial
47yrs
Top 1% by experience in West Des Moines
26yrs
William Patrick Schmidt
Financial advisor at Ameriprise Financial Services
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience in Iowa
Office2600 Westown Parkway Suite 210, West Des Moines, IA 50266
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2000 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Ameriprise Financial Services at 612-671-3131 and ask for William Patrick Schmidt. William works from the West Des Moines, IA office.
How long has William been a financial advisor?
William has been in the industry since 2000, about 26 years. Top 24% by experience in Iowa.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
James Francis Willer
Financial advisor
1080 Jordan Creek Parkway Suite 400 North
West Des Moines, IA 50266
West Des Moines, IA 50266
Top 1% by experience in West Des Moines
UBS Financial Services
47yrs
Top 1% by experience in West Des Moines
LPL Financial
46yrs
Top 1% by experience in Iowa
Primerica Advisors
46yrs
Top 1% by experience in Iowa
LPL Financial
45yrs
Top 1% by experience at LPL Financial