Katie Blechschmidt
FMI Financial · Oak Brook, Illinois
Katie Blechschmidt is a fee-only financial advisor at FMI Financial in Oak Brook, Illinois, who holds the CFP credential. FMI Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | FMI Financial |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $84.1M across 380 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7329373 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Katie's firm compares
- FMI Financial's average account is about $221,000, from its Form ADV (assets managed divided by 380 accounts).
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Questions about Katie
Is Katie Blechschmidt a fee-only financial advisor?
Yes. Katie Blechschmidt is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Katie's firm.
How does Katie charge for financial advice?
Katie's firm, FMI Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katie Blechschmidt based?
Katie Blechschmidt is based in Oak Brook, Illinois.
What credentials does Katie Blechschmidt hold?
Katie Blechschmidt holds the CFP credential.
Is Katie Blechschmidt registered with the SEC?
Yes. Katie Blechschmidt is registered as an investment adviser representative in IL (CRD 7329373), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does FMI Financial manage?
FMI Financial reports $84.1M across 380 accounts in assets under management.
How do I contact Katie Blechschmidt?
Contact details aren't on file yet. Search for FMI Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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