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.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| 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 | 4 |
| 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 |
| 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 |
- NE
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
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