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    • Home
    • About Us
    • Services & Products
    • Business Retirement Plans
    • Allocation & Performance
    • Benchmark Data Sources
    • Founder
    • Business Partner
    • Independent Partners
    • Contact Us
    • Privacy, ADV, & Ethics
  • Home
  • About Us
  • Services & Products
  • Business Retirement Plans
  • Allocation & Performance
  • Benchmark Data Sources
  • Founder
  • Business Partner
  • Independent Partners
  • Contact Us
  • Privacy, ADV, & Ethics

President Bio

 

  • Bruce Schmidt founded BKS Investment Services in 2000. 


  • Prior to founding this firm he was a market maker / trader for three years at Security Investment Co. of Kansas City.  


  • Prior to that he was an investment analyst for seven years with American Century mutual funds' investment management group. 


  •  He also spent three years at United Missouri Bank as an investment analyst, and five years as a utility financial analyst for the Missouri Public Service Commission.  


  • He served as COO / CFO of Agora-X, a start-up over-the-counter commodities swap exchange facility, from 2008 through 2010. 


  • He received an MBA with an emphasis in finance from the University of Missouri in 1982.  


  • He has been a Chartered Financial Analyst (CFA) since 1986, and is a member of the CFA Institute (CFA Website). 

 Securities and other Products are Not FDIC or NCUA insured, No Bank or Credit Union Guarantee, Not a deposit, Not Insured by any Federal Government Agency, Involves Investment Risk and May Lose Value.  Investment Advisor Representative, BKS Investment Services is a Registered Investment Advisor in Missouri. Securities offered through TD Ameritrade Institutional, a broker / dealer, member FINRA / SIPC. TD Ameritrade Institutional and BKS Investment Services are not affiliated. Copyright BKS Investment Services  2021.