Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Schmitz is an investment advisor representative at NFP Retirement Inc. Peter has been in the industry for over 10 years and has a strong track record of success. Peter is a Certified Financial Planner and a Chartered Financial Analyst. Peter's areas of expertise include financial planning, portfolio management, and pension consulting. Peter is dedicated to providing personalized service and helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
CA
05/16/2016 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
MN
02/26/2016 - 04/02/2018
KESTRA INVESTMENT SERVICES, LLC (PLYMOUTH MN)
MN
01/02/2014 - 01/22/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (EDINA MN)
MN
11/21/2011 - 11/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
MN
02/09/2010 - 03/15/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (LAKEVILLE MN)
MN
11/18/2005 - 08/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 11/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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