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Reid Schmidling

Portfolio Analyst

Reid Schmidling

Portfolio Analyst

Biography

Reid joined Plancorp in 2018 after a successful year as a Financial Services Rep at Scottrade then TD Ameritrade. In that time working as a broker, Reid gained extensive knowledge of the financial markets which is helping him work efficiently and bring a new perspective to the Portfolio Management team here at Plancorp. Additionally, Reid was able to see first-hand how important it is to have a solid financial plan, so you can realistically reach your financial goals.

In Reid's free time he enjoys cheering on the St. Louis Blues, backpacking, hiking, reading, investment research, and spending time with nearby family.

Community Involvement
  • Supports Heather's Camp inc.
Education
  • Kansas State University, Finance

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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