Sara Dee Anna Schmidt

Advisor at Edward Jones — Augusta, KS 614 State St

Updated today

Credentials

Series 66

Experience

6 years

Location

Augusta, KS 67010

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,136 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Sara Schmidt is a financial advisor at Edward Jones with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent 13 years at Spirit AeroSystems. Schmidt serves as Treasurer and Financial Advisor for the NextGen Alliance in Douglass, KS, overseeing financial records and reporting to the Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Augusta, KS 614 State St

614 State St Suite C

Augusta KS 67010

Advisors at this office

2

Most active in

Kansas · Texas

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Unemployed

2019 - 2020 • 1 year

Douglass, KS

Spirit AeroSystems

2006 - 2019 • 13 years

Wichita, KS

Disclosures

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

Business activities & affiliations

user avatar

Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
user avatar

James A

Series 65, Series 63

Andover, KS

Tartan Financial Group, LLC

James Allen is a financial advisor at Tartan Financial Group, LLC with 14 years of industry experience. His prior work includes roles at Morgan Stanley and Pegasus Capital Management. In addition to his advisory work, Allen acts as an independent insurance agent. Tartan Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, trading strategies, and a distinctive pension consulting practice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Alec V

Series 65

Wichita, KS

Pollux Wealth Management

Alec Van Nort is a financial advisor at Pollux Wealth Management in Wichita, KS, holding a Series 65 designation with three years of industry experience. Prior to joining Pollux Wealth Management, he worked at Textron Aviation and Bell Helicopter, and he also spent four years at Manhattan Christian College. Pollux Wealth Management is a small advisory firm serving primarily individual and high-net-worth clients, with approximately $53.5 million in discretionary assets under management. The firm offers investment advisory and portfolio management services, including due diligence and monitoring of private funds and pooled investment vehicles, utilizing a variety of analytical methods supported by AI-enabled tools.

Private / alternative investments Tax-loss harvesting
user avatar

Caitlin S

CFP®

Wichita, KS

Gentry Private Wealth

Caitlin Sharp is a CFP® at Gentry Private Wealth with one year of industry experience. Prior to joining Gentry Private Wealth, she worked for five years at Intrust Bank and has experience in academic roles at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary investment management to individuals, families, family offices, and qualified retirement plans, focusing on customized, long-term portfolios and enhanced client communications, including an internal wrap fee program.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
user avatar

Landon G

Series 65

Wichita, KS

Gentry Private Wealth

Landon Grams is a financial advisor at Gentry Private Wealth in Wichita, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Commerce Trust Company and Knights of Columbus entities. Outside of finance, he worked for over a decade at Rolling Hills Country Club. Gentry Private Wealth offers personalized financial planning and discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm focuses on building customized, long-term portfolios using fundamental analysis and provides enhanced client communications, including an internal wrap fee program and affiliated tax and valuation services.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
user avatar

Elijah C

Series 66

Wichita, KS

Legacy Map Design, LLC

Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
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