Ameriprise Financial Services
41yrs
Top advisor by experience in Morton
10yrs
Philip Schmidt
Financial advisor at Cambridge Investment Research Advisors
Based in Morton, Illinois, Philip Schmidt is a financial advisor with 10 years of industry experience. Philip joined Cambridge Investment Research Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Philip holds the CPA/PFS designation.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office805 W Jackson St Suite 201, Morton, IL 61550
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowCambridge Investment Research Advisors, Inc.Current firm
Questions to ask Philip
Tailored to Philip’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 Philip
How do I contact Philip?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Philip Schmidt. Philip works from the Morton, IL office.
How long has Philip been a financial advisor?
Philip has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Philip hold?
Series 63. Tap any license on this page to see what it allows.
Is Philip a fiduciary?
Philip is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Philip paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Philip 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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