Joseph Schmitz, financial advisor Ann Arbor MI

Joseph Schmitz

CRD Number: 6645469
Current Firm: Spc

Joseph Schmitz (CRD# 6645469) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities, LLC Ann Arbor, MI Nov 2020 - Current < 1
Spc Ann Arbor, MI Nov 2020 - Current < 1
First Command Financial Planning, Inc. Fort Worth, TX Sep 2018 - Nov 2020 2
First Command Advisory Services, Inc. Fort Worth, TX Sep 2018 - Nov 2020 2
First Command Insurance Services, Inc. Fort Worth, TX Sep 2018 - Nov 2020 2
First Command Fort Worth, TX May 2018 - Sep 2018 < 1
Student At Mvnu Mount Vernon, OH Aug 2014 - Aug 2018 4
Unemployed Carroll, OH Jan 2007 - May 2018 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Joseph F. Schmitz
Phone Number: 734-663-1611
Registered State(s):
  • GA
  • NV
  • OH
  • VA
By the Numbers
  • Total Assets Under Management
    5,588
    MILLIONS
  • Total Number of Accounts
    29,073
    ACCOUNTS
  • Average Account Value
    $192,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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