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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

How to Create an IPO Wealth Management Plan After Your Company Goes Public

Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth management plan.

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Want to Save for Your Dream Future? Start Now

Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones.

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All in the Family: 3 Steps for Estate Planning

The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and sisters are often step-siblings or half-siblings.

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