Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Schmidt is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Jennifer is registered with the state of Wisconsin and provides financial planning services for a wide range of clients, including individuals, businesses, and charitable organizations. Jennifer is a licensed insurance agent and holds a Series 7TO and Series 66 license. In addition to her work with Osaic Wealth, Inc., Jennifer also co-owns KSJ Holdings, LLC, a real estate rental company. She is also a notary public. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
01/19/2024 - Present
Osaic Wealth, Inc. (CHETEK WI)
WI
11/18/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CAMERON WI)
BOTH
Issued 05/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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