Brad Schmitz,
AIF®
Financial Advisor
"I believe in exceeding expectations, answering questions clearly and completely and responding to client requests in a timely manner."
Education
- Bachelor of Science, 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 Agent State Law
- FINRA Series 66* – Uniform Combined State Law
- Iowa Producer – Life and Health
*Held through Raymond James
Experience
- 19 years of financial industry experience
- Financial and retirement planning
- Asset management
- Life and long-term care insurance coverage
Credentials
- Accredited Investment Fiduciary®
A Little More About Me
- Attending University of Iowa sporting events
- Spending time with family
- Working out
- Playing basketball
