Unclaimed
Brenton Charles Schmidt is a financial advisor with Cetera Investment Advisers LLC, specializing in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Brenton has been in the financial services industry since 1999. Brenton has a broad base of experience, working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brenton is registered to provide investment advisory services in Minnesota and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (DELANO MN)
MN
11/29/2017 - 06/21/2022
LPL FINANCIAL LLC (HUTCHINSON MN)
MN
06/11/2013 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (HUTCHINSON MN)
MN
10/22/2003 - 06/26/2013
INVESTACORP, INC. (ST MICHAEL MN)
FL
10/14/2002 - 10/22/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
12/13/2000 - 10/15/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
06/15/2001 - 08/23/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
04/05/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 01/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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