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Meet Todd Schmidt


(800) 457-4304


About Todd

Todd partners with individuals and families to implement solutions that can help enhance their financial lives. As a financial adviser, he helps clients reach their financial goals by providing comprehensive wealth management services including retirement planning, tax planning and investment portfolio advice.

Before joining Advance Capital in 1995, Todd held various roles for financial planning and insurance companies such as Sterling Bank & Trust and Prudential. He earned a BBA in Finance from Western Michigan University.

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  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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  • BBA in Finance from Western Michigan University




What influenced your decision to join Advance Capital?

How would you describe Advance Capital’s culture?

Describe the importance of client education in your process.

What does it take to be successful in your role?

What makes your client experience unique?


Todd has plenty of experience encouraging people to make better decisions. He has coached all three of his kids in various sports. Coaching has helped him to recognize other people’s different perceptions and comfort levels – an ability that he uses in his relationships with clients.