Valerie Schmitz, financial advisor Columbia Station OH
87 score

Valerie Schmitz

CRD Number: 6175307
Current Firm: On Investment Management Co

Valerie Schmitz (CRD# 6175307) is an Investment Advisor Representative working at On Investment Management Co in Columbia Station, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The On Equity Sales Company Cincinnati, OH Mar 2013 - Current 3
Ohio National Financial Services Cincinnati, OH Aug 2012 - Current 4
Bankers Life & Casualty Middleburg Hts., OH Nov 2011 - Sep 2012 < 1
Unemployed Columbia Station, OH Aug 2011 - Nov 2011 < 1
Erdie Industries Lorain, OH Oct 2010 - Aug 2011 < 1
Unemployed Columbia Station, OH Aug 2010 - Oct 2010 < 1
Justice & Company Medina, OH Jun 2010 - Aug 2010 < 1
Unemployed Columbia Station, OH Oct 2009 - Jun 2010 < 1
Standard Displays Mfg. Company Inc. Cleveland, OH Jun 1981 - Oct 2009 28

Valerie Schmitz has no recent exams reported.
Contact Info for Valerie A. Schmitz
Phone Number: 855-262-0913
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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