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Bradley James Schmitz

Family Wealth Management

Elko, MN

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Current Employers
Family Wealth Management

5352 E 280Th St, Elko, MN 55020 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-03-04
  • MN RA
    APPROVED
    Since 2024-03-04

Branch Locations

5352 E 280Th St, Elko, MN 55020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Inc Eden Prairie MN 02/2008 03/2018
Lpl Financial Llc Eagan MN 05/2018 07/2020
Old National Bank Eagan MN 05/2018 07/2020
Fbl Financial Group West Des Moines IA 07/2020 03/2024
Fbl Marketing Services West Des Moines IA 07/2020 03/2024
Family Wealth Management Llc Elko MN 03/2024 Present
  • 02/2008 → 03/2018
    Scottrade Inc
    Eden Prairie, MN
  • 05/2018 → 07/2020
    Lpl Financial Llc
    Eagan, MN
  • 05/2018 → 07/2020
    Old National Bank
    Eagan, MN
  • 07/2020 → 03/2024
    Fbl Financial Group
    West Des Moines, IA
  • 07/2020 → 03/2024
    Fbl Marketing Services
    West Des Moines, IA
  • 03/2024 → Present
    Family Wealth Management Llc
    Elko, MN
Previous Registrations
  • 2020-07-10 → 2024-03-06
    Fbl Wealth Management, Llc
    West Des Moines, IA
  • 2018-05-15 → 2020-08-03
    Lpl Financial Llc
    Eagan, MN
    Blaine, MN
    Woodbury, MN
    Saint Paul, MN
    West St.PAul, MN
    Shakopee, MN
    North St Paul, MN
    St Paul Park, MN
    Eden Prairie, MN
    Arden Hills, MN
    Madison, MN
    Montevideo, MN
    Big Lake, MN
  • 2017-02-24 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

Farmer, Self employed, 20 acres at residence, owner, 12 hrs a month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-24
S63 Uniform Securities Agent State Law Examination 2010-01-27
  • S66 Uniform Combined State Law Examination
    2017-02-24
  • S63 Uniform Securities Agent State Law Examination
    2010-01-27
Other Names
  • Bradley J Schmitz

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
GATEWAY WEALTH PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Sheilina L Sperry
JULIE ANN EIDE
KYLE WILLIAM KUEHNER
JONATHAN WILEY WELLS
Graham Nicholas Kuehner
Christopher Curry
PATRICK DWYER SELL
JULIE ANN MEYER

Other Offices

EDWARD JONES · NEW PRAGUE, MN
AMERIPRISE FINANCIAL SERVICES, LLC · NEW PRAGUE, MN
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC · NEW PRAGUE, MN
OSAIC WEALTH, INC. · NEW PRAGUE, MN
EDWARD JONES · NEW PRAGUE, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · New Prague, MN
GATEWAY WEALTH PARTNERS, LLC · Lakeville, MN
CETERA INVESTMENT ADVISERS LLC · PRIOR LAKE, MN

More in Elko, MN

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