Penny Schmidt (CRD# 7336547) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has over 3 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Iron Horse Wealth Management | Johnston, IA | Jul 2021 - Current | 2 |
Step Up With Penny LLC | Clive, IA | Dec 2017 - Current | 6 |
Country Capital Management Company | Bloomington, IL | Feb 2021 - Jul 2021 | < 1 |
Country Trust Bank | West Des Moines, IA | Feb 2021 - Jul 2021 | < 1 |
Country Insurance Affiliates | West Des Moines, IA | May 2020 - Jul 2021 | 1 |
Premier Designs Jewelry | Clive, IA | Sep 2002 - Sep 2019 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2021 |
S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- IA
-
Total Assets Under Management426MILLIONS
-
Total Number of Accounts2,665ACCOUNTS
-
Average Account Value$159,959
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, NE, TX, WI
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