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Carter Schmitz

Advisor at IAMS Wealth Management, LLC — Dell Rapids, SD

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Dell Rapids, SD 57022

IAMS Wealth Management, LLC logo

IAMS Wealth Management, LLC

Multi-team

Total advisors

53

Across 38 offices

Clients per advisor

30 Very Low

Avg AUM per client

$243,942 Very Low

HNW client ratio

3% Very Low

About

Carter Schmitz is a financial advisor at IAMS Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and has held roles at Next Point Technology, Inc., The Integrity Group, LLC, and Northwestern Mutual. Outside of his advisory work, he serves as treasurer for student organizations at Augustana University. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting using proprietary and third-party model portfolios with an asset-allocation approach across multiple asset classes.

Client services

Based on IAMS Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers General consulting services

Expertise

Based on IAMS Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on IAMS Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed financial planning fees up to $10,000; other consulting fixed fees negotiated case-by-case

Percentage

$0 - $500,000: 1.85% annually $500,000 - $1,000,000: 1.70% annually $1,000,000 - $2,000,000: 1.55% annually $2,000,000+: Negotiable

Commissions

Commissions from insurance products and securities sales by dually licensed representatives

Project-based

Up to $300 per hour for specific financial planning or consulting services

Other

Account minimum: $25,000 Minimum fee: $100 per account, per year, prorated monthly ($8.33/month) administrative and technology fee Fee-only: Financial planning fixed fees up to $10,000; hourly fees up to $300/hour

Location

See office

Dell Rapids, SD

511 W. 4th St.

Dell Rapids SD 57022

Advisors at this office

1

Most active in

South Dakota

Work history

1 year of industry experience

Next Point Technology, Inc.

2026 - Present • 1 year

Sioux Falls, SD

The Integrity Group, LLC.

2025 - Present • 1 year

Dell Rapids, SD

IAMS Wealth Management

2025 - Present • 1 year

Omaha, NE

Northwestern Mutual Investment Services LLC

2025 - 2025 • 1 year

Rapid City, SD

Northwestern Mutual Life Insurance Company

2025 - 2025 • 1 year

Milwaukee, WI

Girton Adams

2024 - 2024 • 1 year

Sioux Falls, SD

Augustana Univsersity

2023 - Present • 3 years

Sioux Falls, SD

Augustana University

2023 - Present • 3 years

Sioux Falls, SD

Augustana University

2023 - 2023 • 1 year

Sioux Falls, SD

Augustana University

2022 - Present • 4 years

Sioux Falls, SD

Augustana University

2022 - Present • 4 years

Sioux Falls, SD

Best Buy

2021 - 2023 • 2 years

Rapid City, SD

Applebees

2020 - 2021 • 1 year

Rapid City, SD

Stevens High School

2018 - 2022 • 4 years

Rapid City, SD

Southwest Middle School

2015 - 2018 • 3 years

Rapid City, SD

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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Michael K

ChFC®, Series 63

Dell Rapids, SD

Eagle Strategies (NY Life)

Michael Kahler is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. He has 40 years of industry experience and has been affiliated with Eagle Strategies and New York Life since 1985. Kahler also operates Kahler Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Dustin S

Series 66

Dell Rapids, SD

LPL Financial

Dustin Steckler is a financial advisor with LPL Financial in Dell Rapids, SD, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at First Interstate Bank and has a background in education and community involvement, including positions with the Dell Rapids School District and the Dell Rapids Baseball Association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Bruce M

Series 63, Series 65

Dell Rapids, SD

LPL Financial

Bruce Mogen is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and First Interstate Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)

Rodger D

Series 66

Dell Rapids, SD

Edward Jones

Rodger Dooley is a financial advisor with Edward Jones in Dell Rapids, SD, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 and previously worked at Saia Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Military & Veterans
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Lesley S

CFP®, Series 66

Dell Rapids, SD

Edward Jones

Lesley Simanek is a CFP® certificant with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Cory V

CFP®, Series 63, Series 66

Dell Rapids, SD

Edward Jones

Cory Van Duyn is a CFP® professional with 24 years of experience at Edward Jones, where he has been since 2002. He holds the Series 63 and Series 66 licenses. Outside of financial advising, he is involved in ethanol production through POET Bio Refining in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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