Zachary E Schmidt
Financial Advisor

Waypoint Wealth Management


Zach Schmidt and his team’s hard work and dedication to their client’s needs was recognized when he became a qualifier for the 2018 Lives Leader Summit. As a qualifier, Zach was able to attend the Lives Leaders’ Summit meeting that was held in San Antonio, Texas. At the summit, Zach was able to network with industry leaders to garner pertinent tips and tools to create better client experiences.

Zach Schmidt and his team were named 2015, 2016, 2017, 2018 and 2019 Financial Representative of the Year for Northwestern Mutual-Montana. 

Schmidt earned the award for new clients, life insurance policies and premium totals.

Also 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

Awards and Recognition


Million Dollar Round Table Qualifying Member 2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2014-2015

Award recognizing commitment to excellence in service to clients and industry


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