Allie Schmidt

Background

About Allie Schmidt

Allie Schmidt is a CERTIFIED FINANCIAL PLANNER™ professional and CPA* at Higgins & Schmidt Wealth Strategies (HSWS). She co-founded HSWS with Steven Higgins in 2010. Allie works with a select group of individuals and families to create and develop tax-efficient financial plans. Allie enjoys working closely with clients to assess their full financial picture to make sure each and every piece is working together. An elevated level of client communication is the cornerstone of the HSWS process, and Allie takes pride in the recognition that Higgins & Schmidt Wealth Strategies has received for this client-first based approach. Prior to co-founding Higgins & Schmidt Wealth Strategies, Allie began building her practice in 2008 as a financial advisor literally one step at a time, knocking on doors with Edward Jones Investments. Prior to that, she paid her dues as a financial statement auditor with Deloitte, LLP.Allie is originally from Kankakee, IL and graduated from Butler University in Indianapolis where she was a member of the Butler Bulldogs women’s basketball team. March Madness is a very big deal around the Schmidt house.Allison is a CERTIFIED FINANCIAL PLANNER ™ and CPA, and holds the following securities registrations: Series 7 through LPL Financial and Series 66 through Higgins & Schmidt Wealth Strategies, and state life and health insurance licenses.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Higgins & Schmidt Wealth Strategies, a Registered Investment Advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.