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Schmiedbauer Investment

EST. AUM
$500,000,000

CONTACTS
10

CLIENT ACCOUNTS

Firm Details

Metro area Wichita
CRD Number
Website schmiedbauer-ip.com
Client types

Overview

Schmiedbauer Investment Partners is a Wichita-based wealth management practice focused on personalized, goal-oriented financial planning and portfolio management for families, retirees, executives and business owners. The team provides retirement income planning, IRA guidance, estate planning strategies, college savings plans, and 401(k) distribution options. Securities and advisory services are offered through &Partners, LLC, a dual-registered broker-dealer and SEC-registered investment adviser. Client assets are primarily custodied at Fidelity/National Financial Services (NFS), with access to planning tools and a client portal. The practice emphasizes education, customized portfolios aligned to risk tolerance and time horizon, and long-term relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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