Nicole Schmitt

LIGHTSQUARE WEALTH MANAGEMENT

Bingham Farms, MI 48025

CRD#: 5288576

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Professional summary

Nicole Schmitt, CFP®, who also goes by Nicole Elaine Schmitt, Nicole Elaine Stull, is a registered financial advisor currently at LIGHTSQUARE WEALTH MANAGEMENT, LLC located in Bingham Farms, Michigan.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Nicole has worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicole Elaine Schmitt | Nicole Elaine Stull

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 Nicole Schmitt'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: 2014

Experience

Current

March 6, 2026 - Present

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Office #1: 30150 Telegraph Road Suite 170, Bingham Farms, MI 48025

RIA

CRD#: 324958

Bingham Farms, MI

Past

June 20, 2024 - February 1, 2026

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Birmingham, MI

Past

June 20, 2024 - February 1, 2026

J.P. MORGAN SECURITIES LLC

CRD#: 79

Birmingham, MI

Past

April 12, 2022 - June 13, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Bloomfield Hills, MI

Past

April 12, 2022 - June 13, 2024

MORGAN STANLEY

CRD#: 149777

Bloomfield Hills, MI

Past

January 5, 2022 - March 28, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BLOOMFIELD HILLS, MI

Past

December 1, 2021 - March 28, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BLOOMFIELD HILLS, MI

Past

October 5, 2018 - May 3, 2019

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

ANN ARBOR, MI

Past

September 26, 2018 - May 3, 2019

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

Brighton, MI

Past

October 14, 2010 - October 11, 2016

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

SOUTHFIELD, MI

Past

August 6, 2008 - October 11, 2016

FIFTH THIRD SECURITIES, INC.

CRD#: 628

SOUTHFIELD, MI

Past

March 7, 2007 - August 7, 2008

NATCITY INVESTMENTS, INC.

CRD#: 17490

WHITMORE LAKE, MI

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".

LIGHTSQUARE WEALTH MANAGEMENT, LLC

LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT

CRD#: 324958 / SEC#: 801-128092

RIA

Registered Investment Advisory firm - (6/21/2023 Approved)

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

Michigan
(3/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/27/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/1/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/11/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/5/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIGHTSQUARE WEALTH MANAGEMENT, LLC

LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT

CRD#: 324958 / SEC#: 801-128092

RIA

Registered Investment Advisory firm - (6/21/2023 Approved)

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Contact information

Main Address

30150 Telegraph Road Suite 170, Bingham Farms, MI 48025

Mailing Address

Phone number

(248) 641-3540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (4/30/2025)

Regulatory assets under management

Total Number of Accounts	249
AUM (Assets Under Management)	$ 131,412,984

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.

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Advisor Monitoring

Firm Stability Insights

Nicole Schmitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Schmitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CONCORDE INVESTMENT SERVICES, LLC

CONCORDE ASSET MANAGEMENT, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

NATCITY INVESTMENTS, INC.

Primary Firm SEC Registration

LIGHTSQUARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/27/2022

Series 66

Date: 10/1/2010

SIE

Date: 10/11/2016

Series 7

Date: 8/6/2010

Series 6

Date: 3/5/2007

Current Firm

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIGHTSQUARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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