Operations

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

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside.

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The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

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Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

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