Kyle A. Schmidt

BIP WEALTH

Alpharetta, GA 30009

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CRD#: 6003283

Professional summary

Kyle Allen Schmidt, CFP® is a registered financial advisor currently at BIP WEALTH, LLC located in Alpharetta, Georgia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kyle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

A BOARD MEMBER FOR THE FELLOWSHIP OF CHRISTIAN ATHLETES AT GEORGIA TECH. THIS IS A VOLUNTEER POSITION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Allen Schmidt'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: 2017

Experience

Current

July 11, 2018 - Present

BIP WEALTH, LLC

Office #1: 2500 Northwinds Pkwy Suite 250, Alpharetta, GA 30009

RIA

CRD#: 143208

Alpharetta, GA

Past

September 20, 2016 - April 25, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

July 24, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

July 7, 2015 - April 25, 2018

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

August 28, 2014 - January 7, 2015

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

ATLANTA, GA

Past

January 22, 2013 - August 5, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ALPHARETTA, GA

Past

January 15, 2013 - August 5, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ALPHARETTA, GA

Past

March 21, 2012 - October 25, 2012

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

January 13, 2012 - October 25, 2012

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

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".

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 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

Georgia
(7/11/2018)

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

IAR

Series 66

Date: 3/16/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2012

General Securities Representative Examination

Current Firm

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

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Contact information

Main Address

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

Mailing Address

Phone number

(404) 495-5230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11,697
AUM (Assets Under Management)	$ 4,460,675,379

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report

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

Kyle A. Schmidt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Allen Schmidt's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

GFO ADVISORY SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2012

SIE

Date: 4/25/2018

Series 7

Date: 1/12/2012

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

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