Lincoln Investment
42yrs
Top advisor by experience in Fort Wayne
16yrs
Daniel Schmidt
Full name on record: Daniel R. Schmidt
Financial advisor at Raymond James & Associates
Daniel Schmidt is a fiduciary financial advisor in Fort Wayne, Indiana, with 16 years in the industry. After five years at Robert W. Baird & Co. and nine years at J.J.B. Hilliard, W.L. Lyons, Daniel joined Raymond James & Associates in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James & Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office9910 Dupont Circle Drive East Suite 100, Fort Wayne, IN 46825
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowRaymond James & Associates, Inc.Current firm
- 2019 – 2024Robert W. Baird & Co. IncorporatedPreviously
- 2011 – 2019J.J.B. Hilliard, W.L. Lyons, LLCPreviously
Contact Daniel
Local office(260) 497-7711Ask for Daniel. (727) 567-1000Main office · St. Petersburg, FL 9910 Dupont Circle Drive East Suite 100Fort Wayne, IN 46825Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (260) 497-7711 or the Raymond James & Associates main office at (727) 567-1000, and ask for Daniel Schmidt.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Daniel 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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