A complete list of active advisors currently associated with Higgins & Schmidt Wealth Strategies LLC

Warmer can help you find a great advisor at Higgins & Schmidt Wealth Strategies LLC or one who fits your needs even better.

Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, and also serves charitable organizations and business entities. The firm manages roughly $279 million in client assets through a three-advisor team and prepares individualized investment policy statements to document goals, tax considerations, and risk tolerance. HSWS constructs portfolios using modern portfolio theory and implements those plans across mutual funds, ETFs, equities, fixed income, structured products and separately managed accounts. The firm employs long-term trading as well as margin and options strategies and generally requires discretionary authority to execute client transactions. Noteworthy aspects include HSWS’s role as sponsor and portfolio manager of a wrap fee program that covers client accounts and the firm’s close operational ties to LPL Financial: its investment adviser representatives are registered representatives of LPL and clients are required to use LPL as custodian. The brochure also discloses that some advisers are licensed to sell insurance and may earn commission compensation, and that the firm received a forgivable loan from its custodian that will be forgiven through 2028, items the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Higgins & Schmidt Wealth Strategies LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Molly Cooper	Denver, CO	12
Steven Higgins	Denver, CO	21
Allison Schmidt	Denver, CO	17
Laura Schmidt	Denver, CO	0

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