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Brian Andrew Schmitz

Structured Wealth Management, Inc.

Toledo, OH

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Current Employers
Structured Wealth Management, Inc.

2778 Centennial Road Ste A, Toledo, OH 43617 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2008-04-23
  • OH RA
    APPROVED
    Since 2008-04-23

Branch Locations

2778 Centennial Road Ste A, Toledo, OH 43617 • 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
Structured Wealth Management,Inc. Sylvania OH 04/2008 Present
Next Financial Group Inc Toledo OH 08/2009 Present
Liberty Partners Financial Services, Llc Bakersfield CA 05/2012 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 1999-07-02
  • S66 Uniform Combined State Law Examination
    1999-07-02

View on SEC IAPD

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