Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Anthony Schmelzer is a financial advisor with over 30 years of experience in the industry. Ross is a registered representative of Osaic Wealth, Inc., and has been with the firm since January 2024. Ross has previously worked at Woodbury Financial Services, Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Ross has a Series 6, 7, 63 and 65 licenses. Ross is also a licensed notary public in Wisconsin. Ross provides financial planning and investment advice to individuals, families, businesses, and non-profit organizations. Ross also specializes in retirement planning, college savings, and estate 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.
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.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (STURGEON BAY WI)
WI
09/06/2000 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (STURGEON BAY WI)
WI
09/27/1993 - 09/20/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/27/1993 - 09/20/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ross Schmelzer is the right advisor for you? Invested Better is here to help.
