Donald Joseph Schmitt

Current Employers

Employment History

• 08/2003 → Present
  Nicholls State University
  Thibodaux, LA
• 06/2007 → 07/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2007 → 07/2019
  Northwestern Mutual Investment Services, Llc
  Baton Rouge, LA
• 01/2008 → 06/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2019 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 07/2019 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: INTEGRATED PLANNING SERVICES | POSITION HELD: AGENT | ADDRESS: 11616 SOUTHFORK AVENUE, SUITE 204, BATON ROUGE, LA 70816 | START DATE: 7/22/2019 | NATURE OF ACTIVITY: MULTILINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: AS A SM IS RESPONSIBLE FOR DEVELOPMENT AND SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) BUSINESS OWNER | INVESTMENT RELATED: NO | DBA NAME: PROCLEAN OUTDOOR SOLUTIONS, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 18828 OLD WORLD COURT, BATON ROUGE. LA 70817 | START DATE: 6/1/2017 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: 50% OWNER OF EXTERIOR CLEANING BUSINESS; INVESTOR ONLY RECEIVE MONTHLY UPDATES CONCERNING BUSINESS; NO DAY TO DAY OPERATIONS INVOLVED. 3)PATIN INSURANCE AGENCY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: AGENT | ADDRESS: 14127 GREENWELL SPRINGS DRIVE GREENWELL SPRINGS, LA 70739 | START DATE: 10/27/2020 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS |DESCRIPTION OF DUTIES: SALE AND SERVICE OF PROPERTY AND CASUALTY INSURANCE. 4)INSURANCE BROKERAGE |INVESTMENT RELATED: YES |DBA NAME: ATTRACCT FINANCIAL ADVISORS | POSITION: PROPRIETOR/OWNER | NATURE: ADVISORY & INSURANCE BROKERAGE | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 160 | START DATE: 10/18/2023 | ADDRESS: 11616 SOUTHFORK AVENUE, SUITE 204, BATON ROUGE, LA 70816 | DESCRIPTION: I WILL ENGAGE WITH CLIENTS AND HELP THEM WITH DIFFERENT RISK MANAGEMENT ASPECTS OF THEIR FINANCIAL PLANNING NEEDS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-17
• S63 Uniform Securities Agent State Law Examination
  2012-04-30