Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Brookfield
6yrs
Daniel Schmidt
Full name on record: Daniel Michael Schmidt
Financial advisor at Commonwealth Financial Network
Based in Brookfield, Wisconsin, Daniel Schmidt is a fiduciary financial advisor with 6 years of industry experience. Daniel has been with Commonwealth Financial Network since 2026; before that, Daniel spent a year at Edward Jones. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office375 Bishops Way Suite 235, Brookfield, WI 53005
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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
- Feb 2026 – nowCommonwealth Financial NetworkCurrent firm
- Jan 2024 – Nov 2024Edward JonesPreviously
- 2021 – 2023Commonwealth Financial NetworkPreviously
Contact Daniel
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Daniel. 375 Bishops Way Suite 235Brookfield, WI 53005Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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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 Commonwealth Financial Network at (781) 736-0700 and ask for Daniel Schmidt. Daniel works from the Brookfield, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2021, about 6 years. 6 years in the industry.
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?
Commonwealth Financial Network 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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