Unclaimed
Ethan Michael Schmidt is a financial advisor at Sentinus, LLC in Oakbrook, Illinois. Ethan has been working in the financial services industry since 2012. Ethan is registered as a Registered Representative and Investment Advisor Representative with Sentinus, LLC. Ethan holds the Series 66 license and is a Certified Financial Planner™. Ethan has worked with Merrill Lynch, Pierce, Fenner & Smith, Inc., Segall Bryant and Hamill, Bank of America, N.A., The Leaders Group, Inc., Schmidt Financial Group, CATALYST WEALTH MANAGEMENT, AlphaCore Capital LLC, Rothschild Wealth LLC, and Rothschild Investment, LLC. Ethan has experience with portfolio management for individuals and businesses. Ethan specializes in helping clients with retirement planning, investment management, and financial planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
10/02/2024 - Present
Sentinus, LLC (OAKBROOK IL)
Active
Inactive
Not sure Ethan Schmidt is the right advisor for you? Invested Better is here to help.