Bradley J. Schmitz

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Bradley J. Schmitz - Trust Relationship Manager

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Brad Schmitz, Financial Planner Contact me
P: 712.332.7000
F: 712.332.7049

I Promise to Deliver a Great Experience by…

“treating every customer as the most important customer by exceeding expectations, answering questions clearly and completely, and responding to their requests in a timely manner.”

Expertise

  • Financial planning
  • Asset management
  • Retirement planning

Education/Experience

  • 9 years of financial industry experience
  • B.S. Business, University of Iowa

Interests

What I do for fun: Spending time with my wife and three boys, attending University of Iowa sporting events, and morning workouts at the YMCA
Favorite radio station: Anything country
Food I can’t live without: Pasta
Celebrity I’d most like to meet: Michael Jordan