Scott A. Schmidt, Cfp®
About Scott A. Schmidt, Cfp®
Scott A. Schmidt, CFP®, is a Vice President and Wealth Advisor at Sanctuary Wealth and a Founding Attorney at Schmidt & Lerner, LLC, with over 14 years of experience in the financial and legal sectors in Elgin, Illinois.
Work at Sanctuary Wealth
Scott A. Schmidt serves as Vice President and Wealth Advisor at Sanctuary Wealth, a position he has held since 2016. He operates out of Elgin, Illinois, where he provides comprehensive advisory services through Sanctuary Advisors, LLC, which is a SEC registered investment advisor. His role involves managing client portfolios and offering strategic financial advice, leveraging his extensive background in both law and finance.
Education and Expertise
Scott A. Schmidt has a diverse educational background. He studied at the University of Illinois Chicago School of Law, earning his Juris Doctor (J.D.) from 2004 to 2007. Prior to that, he attended the University of Notre Dame, where he obtained a Bachelor of Arts in Philosophy from 1997 to 2000. Additionally, he pursued studies in Epidemiology at the University of Michigan - School of Public Health for 11 months in 2010. This combination of education equips him with a unique perspective in wealth management and legal advisory.
Background
Scott A. Schmidt has been the Founding Attorney at Schmidt & Lerner, LLC since 2010, where he has practiced law for 14 years in Elgin, Illinois. His legal background complements his financial advisory work, providing him with a comprehensive understanding of the regulatory landscape. Prior to his current roles, he worked as an Investment Executive at Fifth Third Securities from 2014 to 2016, gaining valuable experience in investment management.
Licenses and Certifications
Scott A. Schmidt is a registered representative of Sanctuary Securities Inc., which is a member of FINRA and SIPC. He holds multiple securities licenses, including Series 24, Series 53, Series 7, Series 63, and Series 65. These licenses enable him to operate in various states across the United States. Additionally, he is licensed as an insurance agent for life, health, and long-term care in Illinois, allowing him to provide a broad range of financial services.