Douglas A. Schmidt
Partner at Legacy Investment Services, Inc.
- Role
- Division Manager at Next Financial Group
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Douglas A. Schmidt
I have spent the past 20 years helping individuals, corporations and governmental agencies define and prioritize their financial goals using our Legacy Blueprint process. The Legacy Blueprint process provides our clients with the confidence and conviction needed to make informed and educated decisions.Specialties: While I focus my time and knowledge around individuals preparing for and managing their retirement, asset management and insurance needs, we also have professionals in our office who focus their time and knowledge around the financial and insurance needs of the younger investor and their family. Securities and investment advisory services offered through Woodbury Financial Services, Inc.(WFS) member FINRA, SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
Experience
Division Manager
Feb 2012 — Present
Education
Metropolitan State University of Denver
Personal Financial Planning Certificate
1999 — 2000
Bemidji State University
BS, Economics
1980 — 1985
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