SS
Sanford Schmidt
from Catalyst Wealth Management
Sanford Schmidt is a financial advisor based in Illinois, Northbrook,
with 42 years of experience. Sanford currently works for
Catalyst Wealth Management.
Sanford maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sanford Schmidt works at Catalyst Wealth Management
Catalyst Wealth Management is a financial advisory firm based in Northbrook, Illinois. It currently has approximately $139,570,000 of assets under management and employs about 3 people. Catalyst Wealth Management uses a fee structure of a percentage of assets under your management, fixed fees, commissions and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
31 years
Fee structure
A percentage of assets under your management, fixed fees, commissions and performance-based fees
Office location
450 Skokie Blvd., Suite 507, Northbrook, Illinois, 60062
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