Jesse SchmidtCRD Number: 6968601
Current Firm: Securian Financial Services, Inc.
Jesse Schmidt (CRD# 6968601) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Omaha, NE and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Minnesota Life Insurance Company||St Paul, MN||Jun 2019 - Current||3|
|Securian Financial Services Inc.||St Paul, MN||Jun 2019 - Current||3|
|Renaissance Financial Corp||Omaha, NE||Jun 2019 - Current||3|
|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|
|University Of Nebraska||Lincoln, NE||Aug 2012 - May 2014||1|
|University Of Nebraska||Lincoln, NE||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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