James Schmitz, financial advisor Saint Cloud MN
93 score

James Schmitz

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Jun 2012 - Current 5
Laraway Financial Advisors, Inc. St. Cloud, MN Jun 2012 - Current 5
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
Contact Info for James F. Schmitz
Phone Number: 320-253-2490
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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