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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Schmidt is a financial advisor with over 38 years of experience in the financial services industry. Currently, Peter is registered with LPL Financial LLC and has held previous registrations with CUNA BROKERAGE SERVICES, INC., AMERICAN UNITED LIFE INSURANCE COMPANY, AUL EQUITY SALES CORP., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, CENTURY INVESTORS OF AMERICA, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, and METROPOLITAN LIFE INSURANCE COMPANY. Peter has a strong background in helping clients with investment planning, financial planning, and retirement planning. He has earned the Chartered Financial Consultant designation and holds the Series 7, Series 6, Series 63, and Series 65 licenses.
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.
Consulting and other non-discretionary advisory services
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.
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MI
01/01/2025 - Present
LPL Financial LLC (SAGINAW MI)
MI
08/18/1994 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SAGINAW MI)
IN
06/20/1994 - 08/18/1994
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
06/20/1994 - 08/18/1994
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MA
07/06/1993 - 06/07/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/06/1993 - 06/07/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
03/18/1989 - 07/02/1993
CENTURY INVESTORS OF AMERICA, INC.
CT
06/25/1985 - 05/28/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
07/17/1984 - 03/06/1985
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 08/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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