Eric Scott Schmitz

Employer firm

Klaas Financial Asset Advisors, LLC. CRD 121399

$758M regulatory AUM 116 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 01/2023
  Md Financial / Vestment Financial
  Chanhassen, MN
• 09/2012 → 06/2017
  High School Student
  Oakfield, WI
• 09/2017 → 04/2021
  College Student
  Duluth, MN
• 07/2015 → 05/2018
  Fond Du Lac County - It Department
  Fond Du Lac, WI
• 05/2020 → 08/2020
  Md Financial / Vestment Financial
  Chanhassen, MN
• 01/2023 → 10/2023
  Woodbury Financial Services Inc
  Fond Du Lac, WI
• 05/2019 → 08/2019
  Mosquito Squad Of Northeast Minnesota
  Duluth, MN
• 05/2018 → 08/2018
  Savers, Inc.
  Duluth, MN
• 05/2014 → 07/2017
  Rolling Meadows Golf Course
  Fond Du Lac, WI
• 10/2023 → Present
  Klaas Financial Asset Advisors, Llc
  Fitchburg, WI

Previous Registrations

• 2023-02-03 → 2023-10-17
  Woodbury Financial Services, Inc.
  Sun Prairie, WI
  Fond Du Lac, WI
• 2022-01-24 → 2023-02-01
  Md Financial Advisors / Vestment Financial
  Chanhassen, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-30
• S65 Uniform Investment Adviser Law Examination
  2022-01-24

Designations

• Certified Financial Planner

Other Names

• Eric Schmitz