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Bobby Lea Schmid

Advisor at Sanctuary Advisors, LLC — Scottsbluff, NE

Updated today

Credentials

Series 66

Experience

5 years

Location

Scottsbluff, NE 69361

Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Total advisors

404

Across 128 offices

Clients per advisor

47 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% High

About

Bobby Schmid is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. and Edward Jones. Outside of advising, he serves as a board member of the Flathead Livestock Sale Organization, supporting 4H and FFA students in livestock sales at the Northwest Montana Fair. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through over 400 independent investment adviser representatives. The firm employs various portfolio management approaches and acts as a fiduciary when engaged under written agreements.

Client services

Based on Sanctuary Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sanctuary Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

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Fee options

Fixed

Fixed fees for financial planning services, negotiated individually.

Percentage

$10,000 - $49,999: 2.75% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.75% $250,000+: 2.75%

Project-based

Hourly or fixed fees for financial planning services, negotiated individually.

Performance-based

May charge performance-based fees for Qualified Institutional Buyer clients with at least $100 million in securities.

Location

See office

Scottsbluff, NE

1802 Broadway, Suite 1

Scottsbluff NE 69361

Advisors at this office

2

Most active in

Montana · Nebraska · Texas

Work history

5 years of industry experience

Sanctuary Securities, Inc.

2025 - Present • 1 year

Scottsbluff, NE

Sanctuary Advisors LLC

2025 - Present • 1 year

Scottsbluff, NE

D.A. Davidson & Co.

2022 - 2025 • 3 years

Kalispell, MT

Edward Jones

2021 - 2022 • 1 year

St Louis, MO

Enterprise Holdings

2019 - 2020 • 1 year

Bozeman, MT

J.R. Simplot Grower Solutions

2018 - 2018 • 1 year

Scottsbluff, NE

Rhinestones n Rawhide

2017 - 2020 • 3 years

Bridger, MT

University of Wyoming

2017 - 2019 • 2 years

Laramie, WY

University of Wyoming

2015 - 2018 • 3 years

Laramie, WY

Dorvall Club Lambs

2011 - 2018 • 7 years

Fromberg, MT

Link Dorvall

2010 - 2018 • 8 years

Fromberg, MT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

Daniel Charron is a CFP® with 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Troy H

PFS™, Series 63, Series 65

Scottsbluff, NE

MBE Wealth Management, LLC

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Taylor C

Series 65

Scottsbluff, NE

Brookstone Capital Management LLC

Taylor Copas is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020, with prior roles at Plains Insurance Brokers, Farm Bureau Financial Services, and Distribution NOW. Outside of advising, he is also licensed as a real estate agent and dedicates part of his time to insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and provides discretionary investment management primarily via model portfolios and separately managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Brandy R

CFP®, Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

Brandy Reichert is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. Prior to this, she worked at Edward Jones for 12 years. Outside of her advisory role, she is involved as Vice President of Eric Reichert Insulation and Construction Inc and holds ownership interests in several local businesses, including a Wich Which restaurant franchise. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent advisers who deliver tailored investment solutions through multiple managed account platforms and employs diverse analytical approaches in its fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

Joel B

Series 66

Gering, NE

Edward Jones

Joel Barrett is a financial advisor at Edward Jones in Gering, Nebraska, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at SWBC and involvement with Cyclone Enterprises, operating as Kilthau Transports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jodi R

Series 65, Series 63

Scottsbluff, NE

Raymond James Financial

Jodi Rupp is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at Platte Valley Investment Center and Platte Valley Bank, and serves on the Audit Committee for Zion Evangelical Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports a broad network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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