Osaic Wealth
47yrs
Top advisor by experience in Springfield
11yrs
Adria Schmidtke has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Springfield, Missouri. Adria has been with LPL Financial since 2025; before that, Adria spent two years at Wintrust Investments and two years at Ally Invest Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 378 advisors with offices in Springfield, and one of 342 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeSpringfield, MO
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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
- Jan 2025 – nowLPL Financial LLCCurrent firm
- Jun 2023 – Jan 2025Wintrust Investments LLCPreviously
- Oct 2021 – Jun 2023Ally Invest AdvisorsPreviously
- Nov 2019 – Jun 2021Morgan StanleyPreviously
- 2015 – 2019Wintrust Investments LLCPreviously
Contact Adria
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Adria. Springfield, MOOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Adria
Tailored to Adria’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?
- 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 Adria
How do I contact Adria?
Call LPL Financial at (704) 733-3300 and ask for Adria Schmidtke. Adria works from the Springfield, MO office.
How long has Adria been a financial advisor?
Adria has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Adria hold?
Series 66. Tap any license on this page to see what it allows.
Is Adria a fiduciary?
Adria is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adria paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adria 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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