Brad Schmitz

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Brad Schmitz Financial Advisor

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Dir_BradSchmitz Contact me
P: 800.662.8756
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
  • Life, health and long term care insurance coverage

Education/Experience

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

Registrations and Licenses

  • FINRA Series 6 — Investment company and variable contracts product representative
  • FINRA Series 7 — General securities representative
  • FINRA Series 63 — Uniform securities state law
  • FINRA Series 66 — 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

Brad Schmitz’s Service Locations