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Bettendorf, IA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-05 |
| IA | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bettendorf Community School District | Bettendorf | IA | 01/2015 | 05/2021 |
| Mutual Of Omaha Investor Services, Inc. | Iowa City | IA | 07/2021 | 11/2022 |
| Mutual Of Omaha Insurance Company | Bettendorf | IA | 05/2021 | 10/2022 |
| Tpc Deere Run | Silvis | IL | 05/2014 | 07/2019 |
| Mutual Of Omaha Investor Services, Inc. | Iowa City | IA | 06/2022 | 11/2022 |
| Lpl Financial | Moline | IL | 11/2022 | 11/2024 |
| Brennen Schmertmann | Bettendorf | IA | 12/2024 | Present |
| St. Therese Financial Llc | Bettendorf | IA | 12/2024 | Present |
| St. Therese Financial Llc | Bettendorf | IA | 11/2024 | Present |
Brennen Schmertmann, Sole Proprietor; Investment Related; Bettendorf, IA; Fixed Insurance Sales; Insurance Agent; Started 12/2024; Approximately 0 hours spent on a monthly basis. Mr. Schmertmann has an active insurance license, but will not offer any insurance services or products to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-02 |
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