John Schmitt, financial advisor Madison WI
90 score

John Schmitt

CRD Number: 5961740
Current Firm: U.s. Bancorp Investments, Inc.

John Schmitt (CRD# 5961740) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Madison, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Madison, WI Jun 2016 - Current < 1
Us Bank Madison, WI Jun 2016 - Current < 1
Ameriprise Financial Services Inc. Madison, WI Jan 2013 - May 2016 3
Thrivent Financial For Lutherans Appleton, WI May 2012 - Jan 2013 < 1
Thrivent Investment Management Inc. Reedsburg, WI Feb 2012 - Jan 2013 < 1
Thrivent Financial For Lutherans Appleton, WI Feb 2012 - May 2012 < 1
Edward Jones St Louis, MO Sep 2011 - Dec 2011 < 1
Schmitt's Shoes Inc. Reedsburg, WI Jun 1984 - Sep 2011 27
Bluegreen Corporation Baraboo, WI Jun 2011 - Jun 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for John M. Schmitt
Phone Number: 800-888-4700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
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
  • 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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