Jennifer Marie Schmidt

Current Employers

Employment History

• 01/2013 → 02/2020
  Grace Baptist Church
  Chippewa Falls, WI
• 04/2019 → 10/2023
  Frei Financial Services
  Cameron, WI
• 10/2019 → 01/2024
  Woodbury Financial Services Inc
  Cameron, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cameron, WI
• 01/2024 → Present
  Truenorth Financial Llc
  Chetek, WI

Previous Registrations

• 2020-06-29 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cameron, WI

Other Businesses

1. JENNIFER SCHMIDT (SELF) POSITION: Life Insurance Agent NATURE: Funeral Trusts (Unity) through my life insurance license. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/28/2021 ADDRESS: 400 Wisconsin Ave, Cameron WI 54822, United States DESCRIPTION: I am appointed with Unity to write Funeral Trusts for existing and new clients. I work closely with a local estate planning attorney who sends clients needing Funeral Trusts. 2. KSJ HOLDINGS, LLC POSITION: co-owner NATURE: KSJ Holdings is an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2019 ADDRESS: 2514 10th Ave, Chetek WI 54728, United States DESCRIPTION: My husband and I co-own the LLC which involves residential real-estate rental properties. I do nothing for the business other than sign if he purchases a new property. My husbandruns the entirety of the business. 3. NOTARY PUBLIC/BOND POSITION: Notary Public NATURE: Notary Public$500 Bond INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2021 ADDRESS: 210 2nd St, Suite A, Chetek WI 54728, United States DESCRIPTION: Notary Services whenever needed for a client. 4. TRUENORTH FINANCIAL LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2514 10th Ave, Chetek WI 54728, United States DESCRIPTION: TrueNorth Financial is the business name which I will operate under for my Investment/Financial Advisor business starting January 1, 2024. 5. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices

Exams

• S66 Uniform Combined State Law Examination
  2020-05-08

Other Names

• Jennifer M Schmidt
• Jennifer Marie Monroe