Brad Schmitz

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Brad Schmitz - Wealth Advisor

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Brad Schmitz, Financial Planner Contact me
P: 800.662.8756
F: 712.332.7049

My Goal is 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.”

Areas of Focus

  • Financial and retirement planning
  • Asset management
  • Life, health and long term care insurance coverage

Education/Experience

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

Registrations and Licenses

  • FINRA Series 6 registration held through LPL Financial — Investment company and variable contracts product representative
  • FINRA Series 7 registration held through LPL Financial — General securities representative
  • FINRA Series 63 registration held through LPL Financial — Uniform securities state law
  • FINRA Series 66 registration held through LPL Financial — Uniform combined state law
  • IA Producer — Life and health

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

 

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Brad Schmitz’s Service Locations