Anna Schmitz, financial advisor Detroit Lakes MN

Anna Schmitz

CRD Number: 6590353
Current Firm: Edward Jones

Anna Schmitz (CRD# 6590353) is an Investment Advisor Representative working at Edward Jones in Detroit Lakes, MN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2018 - Current 6
Country Financial Detroit Lakes, MN Jan 2018 - Jan 2018 < 1
Edward Jones Detroit Lakes, MN Dec 2015 - Jan 2018 2
First Security Bank Detroit Lakes, MN Mar 2015 - Dec 2015 < 1
State Bank Of Lake Park Lake Park, MN Aug 2013 - Mar 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Anna L. Schmitz
Phone Number: 314-515-2000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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