Morgan Stanley
46yrs
Top advisor by experience in Centerville
15yrs
John Schmidt is a fiduciary financial advisor in Centerville, Ohio, with 15 years in the industry. After six years at Wells Fargo Advisors, John joined Osaic Wealth in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 147 advisors with offices in Centerville, and one of 117 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?15 years in the industry
Office6768 Loop Road, Centerville, OH 45459
FirmOsaic Wealth
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowOsaic Wealth, Inc.Current firm
- 2012 – 2017
Contact John
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for John. 6768 Loop RoadCenterville, OH 45459Office · Get directions
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Osaic Wealth at (800) 821-5100 and ask for John Schmidt. John works from the Centerville, OH office.
How long has John been a financial advisor?
John has been in the industry since 2011, about 15 years. 15 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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