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Timothy Brian Shmidl

Timothy B. Shmidl

APRIO WEALTH MANAGEMENT
OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 1886210
Timothy Brian Shmidl

Professional summary

Timothy Brian Shmidl, CFP® is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Timothy has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?
Retirement Income Management
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Education Planning
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Brian Shmidl's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1990

Experience

Current

November 5, 2025 - Present

APRIO WEALTH MANAGEMENT, LLC

Office #1: 7101 College Blvd. Suite 740, Overland Park, KS 66210
RIA
CRD#: 127333
OVERLAND PARK, KS
Past

April 25, 2000 - December 3, 2025

PRISM FINANCIAL GROUP, L.L.C.

RIA
CRD#: 112315
OVERLAND PARK, KS
Past

February 1, 1999 - November 20, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
OVERLAND PARK, KS
Past

November 9, 1989 - February 1, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

November 3, 1988 - October 25, 1989

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

November 3, 1988 - October 25, 1989

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA
Registered Investment Advisory firm - (7/9/2004 Approved)
Georgia
Registered Investment Advisory firm - (7/16/2004 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(11/5/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/2/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/3/1992
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/2/1988
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 7/11/2006
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/23/1997
General Securities Principal Examination

Current Firm

AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA
Registered Investment Advisory firm - (7/9/2004 Approved)
Georgia
Registered Investment Advisory firm - (7/16/2004 Terminated)
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Contact information

Main Address
2002 Summit Boulevard Suite 120, Atlanta, GA 30319
Mailing Address
Phone number
(404) 892-9651
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts2,269
AUM (Assets Under Management)$ 2,635,136,991

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

APRIO WEALTH MANAGEMENT, LLC

CRD#: 127333Overland Park, KS 66210

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