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Kristen Schmidt Booking Agency Profile

Book Kristen Schmidt for your next corporate event, function, or private party.
Kristen Schmidt is a highly regarded financial advisor and entrepreneur with over 20 years of experience in the industry. She is the founder and owner of RIA Oasis, a consulting firm that helps registered investment advisors (RIAs) build and grow their businesses.

Prior to founding RIA Oasis, Kristen served as the Chief Compliance Officer and Director of Operations at a successful RIA firm. During her tenure there, she played a key role in the firm's growth and expansion, helping to increase its assets under management from $50 million to over $300 million.

Kristen is widely recognized for her expertise in compliance, operations, and practice management for RIAs. She is a sought-after speaker and writer on these topics and has been featured in several industry publications, including InvestmentNews and Financial Planning magazine.

Kristen is also deeply committed to giving back to the community. She volunteers her time and resources to several charitable organizations, including the American Red Cross, the National Multiple Sclerosis Society, and the Cystic Fibrosis Foundation.

Kristen holds a Bachelor's degree in Finance from the University of Maryland, College Park and a Master's degree in Business Administration (MBA) from Loyola University Maryland. She is a Certified Financial Planner (CFP®), a Chartered Financial Analyst (CFA), and a Certified Investment Management Analyst (CIMA®).

In her free time, Kristen enjoys hiking, traveling, and spending time with her family. She currently resides in Maryland with her husband and two children..

How to hire Kristen Schmidt for an event

Learn how to hire Kristen Schmidt or research availability and pricing for booking Kristen Schmidt to speak at a corporate event, fundraiser, private party, social media campaign, fair or festival, tradeshow or conference, endorsement project, or hire Kristen Schmidt as a guest speaker, please submit the form to our agency.

Frequently Asked Questions about booking Kristen Schmidt to speak.

Many performers, actors, speakers and other talent like Kristen Schmidt in certain cases will consider virtual appearances via live streaming. They perhaps may accept lower fees too. If you are seriously interested in booking Kristen Schmidt or other talent shown on our site, we will research their desire and the specific fee for your live-streaming event or project request.
Kristen Schmidt's current work schedule and location in relation to your event's type, date, budget, and locality will play a primary factor in the acceptance of booking Kristen Schmidt for your party. As long as your funding is commensurate with the price range to book Kristen Schmidt, CTI will propose your event to the official agency representing Kristen Schmidt. After we consult with them, we will provide a personal and accurate quote that includes: final costs, availability, and actual interest in being hired for your specific event or party.
CTI can give you the accurate Kristen Schmidt booking price once we submit your event details to their camp. "How much does it cost to book Kristen Schmidt for an event?" is a frequent question we get. The final Kristen Schmidt booking price is contingent on many variables and the booking fee we may show is based on a range derived from our past experience with what will Kristen Schmidt charge for an event. An example fee to book Kristen Schmidt is in the starting range of $75,000-$149,999. However, any recent popularity change would cause a price fluctuation well beyond this example. Also, their speaking fee might be different than the fee shown for the cost to perform or to just appear. Popularity, career stage, along with current demand will cause fluctuations in their speaking price as well. The final booking price may be more than what is shown, but you should at least have a budget within that range for them to consider an appearance, performance or speaking engagement.
CTI negotiates on behalf of professional event planners and talent buyers for paid appearances! We cannot give out direct contact information of the Kristen Schmidt agent or help distribute fan mail, personal messages, gifts, requests for free appearances, or donations of time. The Kristen Schmidt manager and agent will only work with us if we present them with funded offers for their client to work your event.
There is low probability to book Kristen Schmidt for a party with anything substantially less than the published booking cost price range. We will negotiate with the Kristen Schmidt agent on your behalf if your funding is in place. By not having funding ready then it will more difficult to book Kristen Schmidt, because they get many offers to work events that are at or above asking price. It is also important to consider the travel costs when researching the Kristen Schmidt booking fee, as additional expenses like this, as well as an entourage of staff and equipment, are not necessarily built-in to the booking fee range shown. If your budget does not factor that in, then there is no benefit for them to want to be hired. We do not personally speak for Kristen Schmidt, but in our experience in booking talent for over 25 years, this is generally the outcome of inadequate funding.
Type
Speaker
Speaking Topic
Business
Range
Business, Female, American
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Kristen Schmidt Booking Agent Information