Brian Andrew Schmitz

Employer firm

Structured Wealth Management, Inc. CRD 146611

$227M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2008 → Present
  Structured Wealth Management,Inc.
  Sylvania, OH
• 08/2009 → Present
  Next Financial Group Inc
  Toledo, OH
• 05/2012 → Present
  Liberty Partners Financial Services, Llc
  Bakersfield, CA

Previous Registrations

• 2009-08-12 → 2011-12-31
  Next Financial Group, Inc.
  Toledo, OH

Other Businesses

SWM TAX - DBA LIBERTY TAX SERVICE (NOT AFFILIATED WITH OUR FIRM) 4011 SECOR RD TOLENDO, OH 43623 TAX PREP, OWNER, PARTNER SPENDS 20 HOURS PER MONTH STRUCTURED WEALTH MANAGEMENT, RIA 4011 SECOR RD TOLENDO, OH 43623 RIA 100% FEE BASED TITLE - PARTNER SPENDS 20 HOURS PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  1999-07-02