Bradley Schmitz (CRD# 5056939) is an Investment Advisor Representative working at Lpl Financial LLC in Okoboji, IA and has over 18 years of experience in the finance industry.
CRD# 2240788
Ameriprise Financial Services, LLC
CRD# 3050508
Thrivent Investment Management Inc.
CRD# 2525091
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Okoboji, IA | Feb 2018 - Current | 6 |
| Bank Midwest | Okoboji, IA | Oct 2008 - Current | 15 |
| Sii Investments, Inc. | Okoboji, IA | Oct 2008 - Feb 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- IA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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