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Valerie A Schmitz

Belpointe Asset Management LLC

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About Valerie A Schmitz

Valerie Schmitz is a financial professional with over a decade of experience in the financial services industry. Valerie specializes in providing financial planning and investment advice to individuals, families, and businesses. Valerie has worked with various financial firms including The O.N. Equity Sales Company, MML Investors Services, LLC, Ohio National Financial Services, and Kelly Day Financial Services. Valerie currently works with Belpointe Asset Management, LLC where she focuses on serving individual clients, families, and businesses.

Firm Information

Valerie Schmitz is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Valerie Schmitz’s Registration & Firm History

OH

08/02/2023 - Present

Belpointe Asset Management LLC (Columbia Station OH)

OH

01/10/2019 - 08/03/2023

MML INVESTORS SERVICES, LLC (CLEVELAND OH)

OH

05/10/2013 - 12/31/2018

THE O.N. EQUITY SALES COMPANY (COLUMBIA STATION OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Valerie A Schmitz.
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