Zach Schmidt and his team’s hard work and dedication to their client’s needs was recognized in 2021 when they reached FORUM, a recognition awarded to top advisors, for the second year in a row.

In 2020, Zach became the first traditional advisor in the Northwestern Mutual-Montana agency to reach FORUM.

Zach and his team were named 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Financial Representative of the Year for Northwestern Mutual-Montana. Schmidt earned the award for new clients, life insurance policies, and premium totals.

Zach also became a qualifier for the 2018 Lives Leader Summit and was able to attend a meeting held in San Antonio, TX, where he networked with industry leaders to gather tips and tools to create a better client experience.

In 2017, Schmidt was named a "Top 20 Under 40" for business professionals by the Bozeman Daily Chronicle.

Years of Experience

Representing Northwestern Mutual since 2009.


Degree Major Institution
Bachelor of Science Business Management Montana State University

Zachary E Schmidt
Financial Advisor

Waypoint Wealth Management


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck