Professional

Team

Team Waypoint at an event in Bozeman, MT where they were honored as the 9x financial advisor team of the year. (June 2022)

Zach Schmidt and his team’s hard work and dedication to their client’s needs was recognized in 2022 when they reached FORUM, a recognition awarded to top advisors, for the third consecutive year.

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

Zach and his team were named 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022 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.

Education

Degree Major Institution
Bachelor of Science Business Management Montana State University
Waypoint Wealth Management

Zachary E Schmidt
Financial Advisor


Waypoint Wealth Management

 

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