Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Molly C

CFP®, Series 66

Denver, CO

Higgins & Schmidt Wealth Strategies LLC

Molly Cooper is a Certified Financial Planner® with 13 years of experience, currently advising at Higgins & Schmidt Wealth Strategies LLC in Denver, CO. Her prior experience includes roles at LPL Financial LLC, Raymond James Financial Services, and Edward Jones. Higgins & Schmidt Wealth Strategies LLC manages discretionary portfolios for individuals, charitable organizations, and business entities, following a modern portfolio theory approach with a long-term trading orientation. The firm’s four advisors oversee approximately $279 million across about 235 client accounts.

Options & derivatives strategies
user avatar
firm logo

Allison S

CFP®, Series 66

Denver, CO

Higgins & Schmidt Wealth Strategies LLC

Allison Schmidt is a CFP® professional with 17 years of experience in the financial industry. She is a principal at Higgins & Schmidt Wealth Strategies LLC, where she has worked since 2010, and has prior experience at Raymond James Financial Services and Edward Jones. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management services to individuals, charitable organizations, and businesses. The firm follows a long-term investment approach based on modern portfolio theory and manages approximately $279 million across a four-advisor team.

Options & derivatives strategies
user avatar
firm logo

Laura S

Series 65

Denver, CO

Higgins & Schmidt Wealth Strategies LLC

Laura Schmidt is a financial advisor at Higgins & Schmidt Wealth Strategies LLC in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Higgins & Schmidt, she worked at TGRP Solutions, Band-It IDEX, Envestnet, Inc, and RSM US LLP. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management to individuals, charitable organizations, and business entities, managing approximately $279 million across 235 client accounts. The firm bases its investment approach on modern portfolio theory with a long-term trading orientation and offers services that include mutual funds, equities, fixed income, ETFs, and options strategies.

Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)