First Command Financial Advisor - Kevin Schmidt
-
1716 Charleston Dr
Papillion, Nebraska 68133 - (402) 291-3040
- Website
Hours
Chamber Rating
-
Matt Johnson
Excellent research and communicated my options very effectively.
Feb 2nd, 2024 -
Vance Flanigan
Kevin is very knowledgeable not only on the markets and products but also on us. He takes the time to know us and our objectives.
Nov 7th, 2023 -
Patrick Chapin
Ive been with First Command for over 20 years, and have been very satisfied. My current agent, Kevin Schmidt, has guided me through my rapidly approaching retirement, helping me through a couple of pitfalls.
Oct 16th, 2023 -
Bob Servant
Oct 10th, 2023 -
Mike McCann
Kevin takes the time to explain complicated financial opportunities and transactions. He is easily able to backtrack when asked to clarify previous points. I have been working with Kevin for about a year now since my last advisor retired. I have been through about four advisors (all retired) with First Command/USPA IRA over the last 30 years. The transition to a new advisor has always been easy and painless!
Jul 6th, 2023
About
First Command Financial Advisor - Kevin Schmidt
Kevin Schmidt joined First Command Financial Services as a Financial Advisor in September 2017, following a 24-year career in the United States Navy, where he attained the rank of Commander. Kevin understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.Kevin has a Bachelor's degree in Electrical Engineering from the United States Naval Academy and a Master's degree in Operations Research from the Naval Post Graduate School. He holds Series 7 and 66 securities licenses plus life and health insurance licenses in NE, IA, SD and MN.Understanding that the biggest obstacle to financial security for most people is their own behavior, Kevin serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Kevin will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.Active in his community, Kevin is a member of Knights of Columbus and a youth and high school soccer referee.In his free time, Kevin enjoys reading and golf.First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.
Contact Info
- (402) 291-3040
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Kevin Schmidt?
A The phone number for First Command Financial Advisor - Kevin Schmidt is: (402) 291-3040.
Q Where is First Command Financial Advisor - Kevin Schmidt located?
A First Command Financial Advisor - Kevin Schmidt is located at 1716 Charleston Dr, Papillion, Nebraska 68133
Q What is the internet address for First Command Financial Advisor - Kevin Schmidt?
A The website (URL) for First Command Financial Advisor - Kevin Schmidt is: https://advisor.firstcommand.com/us/ne/papillion/kjschmidt?y_source=1_MjA5NjIyMzYtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Kevin Schmidt open?
A First Command Financial Advisor - Kevin Schmidt is open:
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Q How is First Command Financial Advisor - Kevin Schmidt rated?
A First Command Financial Advisor - Kevin Schmidt has a 5.0 Star Rating from 9 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Kevin Schmidt
Overall Rating
Overall Rating
( 9 Reviews )Matt Johnson on Google
Excellent research and communicated my options very effectively.
Vance Flanigan on Google
Kevin is very knowledgeable not only on the markets and products but also on us. He takes the time to know us and our objectives.
Patrick Chapin on Google
Ive been with First Command for over 20 years, and have been very satisfied. My current agent, Kevin Schmidt, has guided me through my rapidly approaching retirement, helping me through a couple of pitfalls.
Bob Servant on Google
Mike McCann on Google
Kevin takes the time to explain complicated financial opportunities and transactions. He is easily able to backtrack when asked to clarify previous points. I have been working with Kevin for about a year now since my last advisor retired. I have been through about four advisors (all retired) with First Command/USPA IRA over the last 30 years. The transition to a new advisor has always been easy and painless!
Overall Rating
Overall Rating
( 9 Reviews )Write a Review
Financial Planner Near Me in Papillion, NE
First Command Financial Advisor - Alicia Villa
Papillion, NE 68133
402-291-3040 ( 2 Reviews )
First Command Financial Advisor - Chris George
Papillion, NE 68133
402-291-3040 ( 0 Reviews )
First Command Financial Advisor - Gabe Kiner
Papillion, Nebraska 68133
(402) 291-3040 ( 17 Reviews )
First Command District Advisor - David Lammert
Papillion, Nebraska 68133
(402) 291-3040 ( 1 Reviews )
Monarch Financial Group
Papillion, NE 68046
(402) 991-9922 ( 0 Reviews )
First Command Financial Advisor - Curt Prohaska
Papillion, Nebraska 68133
(402) 291-3040 ( 0 Reviews )
First Command Financial Advisor - Scott Carlson
Papillion, Nebraska 68133
(402) 291-3040 ( 0 Reviews )
FNBO
Papillion, NE 68046
(402) 602-2500 ( 26 Reviews )