Coronavirus Update

Your safety and well-being is our top priority at Bank Midwest. Due to increasing COVID activity in the Lakes Area, our Spirit Lake and Okoboji lobbies are closed until July 13. Please use our drive-up, digital channels, video tellers (ITM) or call 888.902.5662 for assistance. Learn more at bankmidwest.com/coronavirus/.

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Brad Schmitz

Wealth Advisor

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

Areas of Focus

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

Education/Experience

  • 12 years of 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

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

Start Investing Online

Enjoy the transparency of an online investing platform with access to a personal advisor.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

 

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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