Description: Wisconsin-based RIA technology consulting, optimization and workflow building for the financial planning and investment advisory space.
Kristen Schmidt is a 15+ year financial industry leader. First, as a COO with boots on the ground building a now $1 Billion+ RIA. Today, she provides her specialized expertise as a Business Operations Strategist & Consultant to Registered Investment Advisory firms.
Advisors and financial planners work with Kristen and RIA Oasis because:
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