Investments & Insurance

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Let us assist you in achieving your financial goals.

We feature a wide range of investment opportunities to meet your needs.  Services provided include:

• Financial Strategies **
• Estate Planning and Wealth Management Strategies **
• Retirement Strategies
• College Funding Strategies
• Portfolio Reviews
• Roth & Traditional IRA’s
• 401K & Retirement Plan Rollovers
• Employee Retirement Accounts
• Mutual Funds
• Fixed and Variable Annuities
• Health, Life & Disability Insurance
• Long Term Care Insurance

Contact us for a complimentary review of your retirement and Insurance portfolio!

    Kip Schmidt * 

    Financial Advisor

    Osaic Wealth, Inc. 

    Cell:     701-595-3081
    Office: 701-258-6353

    kschmidt@osaicwealth.com.

    1313 Skyline Boulevard,
    Bismarck, ND 58503
 

Securities offered through Osaic Wealth, Inc. 

Securities and investment advising services offered through Osaic Wealth, Inc. Member FINRA, SIPC and registered investment advisor.

Insurance services offered through Vue Financial Services, which is not affiliated with Osaic Wealth, Inc. 

Vue Community Credit Union and Vue Financial Services are not affiliated entities of Osaic Waalth, Inc.

This communication is strictly intended for individuals residing in the states of AK, AZ, CO, FL, IA, ID, IN,  MD, MN, ND, SD, TN, and WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

Investments and Insurance offered through Osaic Wealth, Inc. are not NCUA insured, not credit union guaranteed, not a credit union deposit, not insured by any government agency and may lose value.   

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.