Jeffrey Schmidt (CRD# 3001828) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Antigo, WI and has over 26 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Life Insurance Company | Kenosha, WI | Jul 2021 - Current | 2 |
| Transamerica Investors Securities Corporation | Kenosha, WI | Jul 2021 - Current | 2 |
| Unemployed | Kenosha, WI | Apr 2021 - Jul 2021 | < 1 |
| Edward Jones | Saint Louis, MO | May 2017 - Mar 2021 | 3 |
| Unemployed | Kenosha, WI | Dec 2015 - May 2017 | 1 |
| Alvarez & Marsal North America, LLC | Atlanta, GA | Jul 2015 - Nov 2015 | < 1 |
| Extendicare Health Services Inc. | Milwaukee, WI | Oct 2007 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- WI
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Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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