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David Schmitz

SGL Financial, LLC

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About David Schmitz

David Schmitz is a licensed investment advisor representative and has been in the industry since September 1994. David is registered with SGL Financial, LLC and is licensed in Wisconsin. David's specializations include investment advisory services, financial planning, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. David is also a licensed and appointed insurance agent with various companies and may offer insurance products and services to clients when appropriate.

Firm Information

David Schmitz is currently registered with SGL Financial, LLC. SGL Financial, LLC is a registered investment advisor based in BUFFALO GROVE, IL with 15 licensed agents and 16 investment advisor representatives. They manage approximately $214,042,234 in assets for 1,524 clients. The firm provides financial planning, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and selection of other advisors. The firm's clientele includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
SGL Financial, LLC

1130 W LAKE COOK ROAD

BUFFALO GROVE, IL 60089

$214.04M

Assets Under Management

Not reported

Total Clients

13

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Schmitz’s Registration & Firm History

WI

05/14/2015 - Present

SGL Financial, LLC (Rhinelander WI)

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Licenses & Designations

IA

Issued 05/14/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Schmitz.
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