Dominic Hubert has been Vice President of Schmidt Financial Management since February 2025, is a control person of the firm and directly owns under 5% of it. Dominic Hubert holds a Master of Accountancy from Gonzaga University.
Schmidt Financial Management, Inc. is a Kirkland, WA firm with $498M under management, 140 clients and 2 advisers in one office, as of its March 2026 filing.
Dominic Hubert is Principal Financial Advisor of Schmidt Financial Management, based in Kirkland, Washington. For 15 years, he worked at Deloitte and Touche as an advisor to Fortune 500 tech executives seeking corporate financial process coaching and best practices. He now focuses on clients who hold concentrated single stock positions.
Dominic Hubert’s longest registration is the current one, 2 years at Schmidt Financial Management since 2024. Before joining Schmidt Financial Management in 2024, Dominic Hubert was registered through Schmidt Financial Group, Inc.
- Schmidt Financial ManagementCurrent– present · 2 yearsKirkland, WA · Adviser representative · Firm CRD 328247
- Schmidt Financial Group, Inc.– · 1 yearKirkland, WA · Adviser representative · Firm CRD 119841
Professional designations
Listed by Schmidt Financial Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Dominic Hubert is registered as an investment adviser representative in Washington, since March 2024.
- WashingtonSince 14 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 April 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dominic Christian Hubert
- CRD
- 7533922
- Firm
- Schmidt Financial Management · CRD 328247
- Role
- Vice President
- Office
- 3435 Carillon Point, Kirkland, WA 98033
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- schmidtfm.com
Where does Dominic Hubert work?
Dominic Hubert has been Vice President of Schmidt Financial Management, Inc. since February 2025, and is a control person of the firm.
Is Dominic Hubert a financial advisor?
Yes. Dominic Hubert has a current investment-adviser registration in Washington, through Schmidt Financial Management since March 2024.
How many years of experience does Dominic Hubert have?
Dominic Hubert has 4 years in the financial industry, since April 2022, across 2 adviser firms.
What exams has Dominic Hubert passed?
Dominic Hubert passed the Series 65 in April 2022.
Where is Dominic Hubert based?
Dominic Hubert’s registered office is in Kirkland, WA.
Is Dominic Hubert registered with FINRA?
No. Dominic Hubert has no current broker registration.
How can I verify Dominic Hubert’s record?
Search CRD 7533922 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dominic Hubert’s full registration record.