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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

5 Questions People Don’t Ask Their Financial Advisor (But Should)

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern?

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How an HSA Can Boost Your Retirement Savings

When it comes to picking a health insurance plan, the options can seem confusing. For years, I avoided my company’s high-deductible health insurance plan with a health savings account (HSA) because it felt scarier than simply paying the monthly premiums and predictable co-pays of a PPO plan.

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Peter Lazaroff is one of Investopedia's Top Advisors of 2019

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry. 

We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row. 

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