James SchmitzCRD Number: 5543666
Current Firm: Laraway Financial Advisors, Inc.
James Schmitz (CRD# 5543666) is an Investment Advisor Representative working at Laraway Financial Advisors, Inc. in Saint Cloud, MN and has over 8 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
|Cambridge Investment Research Inc.||Fairfield, IA||Jun 2012 - Current||4|
|Laraway Financial Advisors, Inc.||St. Cloud, MN||Jun 2012 - Current||4|
|Ing Financial Partners, Inc.||Sartell, MN||Apr 2009 - Jun 2012||3|
|Land O' Lakes Builders Inc.||Sartell, MN||Aug 2007 - Mar 2009||1|
|Farm Bureau||West Des Moines, IA||May 2008 - Aug 2008||< 1|
|Equitrust Marketing Serv LLC||West Des Moines, IA||May 2008 - Aug 2008||< 1|
|Unemployed||Sartell, MN||Mar 2007 - Aug 2007||< 1|
|Tradesman International||Macedonia, OH||Jan 2003 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
Total Assets Under Management207MILLIONS
Total Number of Accounts601ACCOUNTS
Average Account Value$343,830
- 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
- Selection of other advisers (including private fund managers)