Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Schmidtke is a financial advisor with Osaic Wealth, Inc. Cathy has been working in the industry since March 2006 and has experience with a variety of financial services firms. Cathy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Cathy holds Series 7, 24, 52, 53, and 66 licenses.
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.
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2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (MILWAUKEE WI)
WI
10/10/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)
WI
03/25/2017 - 10/04/2017
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
03/01/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
02/27/2014 - 01/02/2015
NEW ENGLAND SECURITIES (MILWAUKEE WI)
WI
03/01/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
BOTH
Issued 10/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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