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Evan Schmidt

President at Schmidt Financial Management in Kirkland, WA

Investment adviser registrationUpdated

Evan Schmidt is President of Schmidt Financial Management, Inc., an investment adviser managing $498M, and works from its Kirkland, WA office. Evan Schmidt has been registered as an investment adviser representative through Schmidt Financial Management since 14 March 2024, has 16 years in the industry across 2 firms and has passed the Series 65.

16
Years in industry
2
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Evan Schmidt has been President of Schmidt Financial Management since June 2019, is a control person of the firm and directly owns 75% or more of it.

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.

Evan Schmidt’s longest registration was 14 years at Schmidt Financial Group, Inc. (2009–2024). Before joining Schmidt Financial Management in 2024, Evan Schmidt was registered through Schmidt Financial Group, Inc.

  1. Schmidt Financial ManagementCurrent
    – present · 2 years
    Kirkland, WA · Adviser representative · Firm CRD 328247
  2. Schmidt Financial Group, Inc.
    – · 14 years
    Kirkland, WA · Adviser representative · Firm CRD 119841

Credentials and registrations

Investment adviser representative registrations

Evan Schmidt is registered as an investment adviser representative in 2 states. Each was approved in March 2024.

  • TexasSince 14 March 2024
  • WashingtonSince 14 March 2024

Examinations

Series 654 December 2009
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Evan Todd Schmidt
CRD
5724516
Firm
Schmidt Financial Management · CRD 328247
Role
President
Office
3435 Carillon Point, Kirkland, WA 98033
Registration
Investment adviser registration
In the industry since
December 2009
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Evan Schmidt work?

Evan Schmidt has been President of Schmidt Financial Management, Inc. since June 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 March 2026

Is Evan Schmidt a financial advisor?

Yes. Evan Schmidt has a current investment-adviser registration in Texas and Washington, through Schmidt Financial Management since March 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Evan Schmidt have?

Evan Schmidt has 16 years in the financial industry, since December 2009, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Evan Schmidt passed?

Evan Schmidt passed the Series 65 in December 2009.

Source: IAPD individual record, checked 22 October 2026

Where is Evan Schmidt based?

Evan Schmidt’s registered office is in Kirkland, WA.

Source: IAPD individual record, checked 22 October 2026

Is Evan Schmidt registered with FINRA?

No. Evan Schmidt has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Evan Schmidt’s record?

Search CRD 5724516 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Schmidt’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Schmidt Financial Management

Sources

  1. IAPD individual record, CRD 5724516, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Schmidt Financial Management, Inc., filed 27 March 2026. Title, control and ownership bands.
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