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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schmitz is an investment advisor representative with Klaas Financial Asset Advisors, LLC and is registered with both Illinois and Wisconsin. Eric has experience in the financial services industry, having previously worked at Woodbury Financial Services, Inc., and MD Financial / Vestment Financial. Eric holds a Series 63, 65, and 7TO licenses, and is a Certified Financial Planner. Eric specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. Eric's firm, Klaas Financial Asset Advisors, LLC, is a registered investment advisor with a focus on providing comprehensive wealth management services to individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting
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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WI
01/05/2024 - Present
Klaas Financial Asset Advisors, LLC (Fitchburg WI)
WI
04/25/2023 - 10/17/2023
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
BC
Issued 05/30/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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