Brian Schmitz, financial advisor Toledo OH

Brian Schmitz

CRD Number: 2612181
Current Firm: Structured Wealth Management, Inc.

Brian Schmitz (CRD# 2612181) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 21 years of experience in the finance industry.

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Venture Visionary Partners LLC
Company Name Location Dates Years
Liberty Partners Financial Services, LLC Bakersfield, CA May 2012 - Current 8
Next Financial Group Inc. Toledo, OH Aug 2009 - Current 11
Structured Wealth Management,inc. Sylvania, OH Apr 2008 - Current 12
Online Brokerage Services, Inc. Whitehouse, OH Nov 2002 - Apr 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1999
Contact Info for Brian A. Schmitz
Phone Number: 419-517-1227
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI, OH, TX

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