Jesse Schmidt, financial advisor Lincoln NE

Jesse Schmidt

CRD Number: 6968601
Current Firm: Cetera Investment Advisers LLC

Jesse Schmidt (CRD# 6968601) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lincoln, NE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC Omaha, NE Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Renaissance Financial Corp Omaha, NE Jun 2019 - Current 5
Minnesota Life Insurance Company St Paul, MN Jun 2019 - Aug 2023 4
Securian Financial Services Inc. St Paul, MN Jun 2019 - Aug 2023 4
Securian Financial Services Inc. St Paul, MN May 2019 - Jun 2019 < 1
Principal Life Insurance Co Grand Island, NE Jun 2018 - May 2019 < 1
Principal Securities Inc. Grand Island, NE Jun 2018 - May 2019 < 1
Doane University Crete, NE Oct 2015 - Dec 2018 3
Union Bank & Trust Lincoln, NE Nov 2015 - May 2018 2
Unemployed Lincoln, NE Aug 2015 - Oct 2015 < 1
Verizon Wireless Lincoln, NE May 2015 - Aug 2015 < 1
Home Depot Lincoln, NE Jun 2014 - Jun 2015 1
Wolfe, Snowden, Hurd, Luers LLC Lincoln, NE Feb 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jesse W. Schmidt
Phone Number: 310-257-7880
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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