PHISHING SCAM ALERT

We have received reports of an email phishing scam that has been sent on behalf of Bank Midwest with a link requesting confidential information. 
**THIS IS NOT A LEGITIMATE REQUEST.** 
Bank Midwest or other legitimate businesses will never request account passwords, PINs or other confidential information via unsolicited email or text requests.  If you received but didn’t respond to the message, you don’t need to call Bank Midwest.  We’re aware of the situation.

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

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Brad Schmitz’s Service Locations