Merrill
47yrs
Top advisor by experience in Indianapolis
8yrs
John Schmidt is a financial advisor in Indianapolis, Indiana, with 8 years in the industry. John joined Stifel, Nicolaus & Company in 2019, a firm offering financial planning, investment management, and private fund management. John holds the CFP® designation.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office600 E. 96th Street, Indianapolis, IN 46240
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact John
Local office(317) 571-4600Ask for John. (314) 342-2000Main office · St. Louis, MO 600 E. 96th StreetIndianapolis, IN 46240Office · 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 John’s local office at (317) 571-4600 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for John Schmidt.
How long has John been a financial advisor?
John has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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