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Glenn Franklin Schmidt

Advisor at Ameriprise — Needville, TX Highway 36

Updated today

Credentials

CFP®, Series 66

Experience

19 years

Location

Needville, TX 77461-9319

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,078 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Glenn Schmidt is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked for Edward Jones from 2006 to 2024. Outside of his advisory role, Schmidt owns and manages Needville Financial Advisors, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Needville, TX Highway 36

16134 Highway 36

Needville TX 77461-9319

Advisors at this office

2

Most active in

Texas

Work history

19 years of industry experience

Ameriprise

2024 - Present • 2 years

Needville, TX

Edward Jones

2006 - 2024 • 18 years

St. Louis, MO

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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Muna M

Series 63, Series 66

Rosenberg, TX

Merrill

Muna Malik is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management

Hayley P

CFP®, Series 66

Needville, TX

Edward Jones

Hayley Prazak is a CFP® professional with three years of experience currently serving as a financial advisor at Edward Jones. Prior to her financial advisory role, she participated in the Disney College Program and worked at Maven Made Hair Co. as a receptionist. 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 nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive

Richard P

Series 63, Series 66

Missouri City, TX

Edward Jones

Richard Patton II is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retired Founder/Business Owner Executive
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Cinthia H

CFP®, Series 66

Needville, TX

Edward Jones

Cinthia Hoegemeyer is a financial advisor at Edward Jones with 14 years of industry experience and holds the CFP® and Series 66 designations. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved with Heckmann Farms in Wallis, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Missouri City, TX

LPL Financial

Andrew Hemingway is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at First Command Advisory Services and affiliated firms for three years. Outside of advisory work, he manages a mineral interest business through Sooner OG, L.L.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and its own research.

College savings (529s, UTMA, etc.)
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Corey I

Series 65, Series 63

Rosenberg, TX

J.P. Morgan Securities

Corey Ingram is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He joined J.P. Morgan Securities in 2017 after two years with Prudential Insurance Company and Pruco Securities. Outside of his advisory work, he pursues woodworking as a hobby and occasionally photographs and films for his wife's business. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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