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Bradley James Schmitz

Family Wealth Management

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About Bradley James Schmitz

Bradley Schmitz is an investment advisor representative at Family Wealth Management, a firm that specializes in providing financial planning and portfolio management for individuals. Bradley has been in the financial industry since 2008 and is registered with the state of Minnesota. He holds the Series 7, 63, and 66 securities licenses and the SIE exam. Bradley has worked with firms such as FBL Marketing Services, LPL Financial LLC, and Scottrade, Inc. He has a farm and is active in the agriculture industry. In addition to his professional experience, Bradley has a strong background in farming, demonstrating his commitment to serving clients with various needs.

Firm Information

Bradley Schmitz is currently registered with Family Wealth Management. Family Wealth Management is a registered investment advisor with 1 licensed agent and 1 investment advisor representative. They offer portfolio management services for individuals and pension consulting.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Schmitz’s Registration & Firm History

MN

03/04/2024 - Present

Family Wealth Management (ELKO MN)

MN

07/10/2020 - 03/06/2024

FBL MARKETING SERVICES, LLC (Farmington MN)

MN

05/15/2018 - 08/03/2020

LPL FINANCIAL LLC (MADISON MN)

MN

10/29/2009 - 03/07/2018

SCOTTRADE, INC. (EDEN PRAIRIE MN)

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Licenses & Designations

BOTH

Issued 02/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley James Schmitz.
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