Valerie A Schmitz

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 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

• 08/2012 → 12/2018
  Ohio National Financial Services
  Columbia Station, OH
• 03/2013 → 12/2018
  The On Equity Sales Company
  Columbia Station, OH
• 01/2019 → 08/2023
  Mml Investors Services, Llc
  Cleveland, OH
• 12/2018 → 08/2023
  Massmutual Life Insurance Co
  Cleveland, OH
• 12/2013 → Present
  Kelly Day Financial Services
  Columbia Station, OH
• 07/2023 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2019-01-22 → 2023-08-03
  Mml Investors Services, Llc
  Cleveland, OH
• 2013-06-04 → 2018-12-31
  On Investment Management Co
  Cincinnati, OH
  Columbia Station, OH

Other Businesses

(1) NAME: STANDARD DISPLAYS MFG CO, INC INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: Holding company for other corporate ventures POSITION: OWNERSHIP START: 6/1/1998 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0. (2) NAME: KELLY DAY FARMS INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: FARMING & LIVESTOCK POSITION: OWNERSHIP START: 3/1/2010 NO HRS/MO: 24 NO HRS/MO DUR TRADING: 0. (3) NAME: KELLY DAY FINANCIAL SERVICES INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: BUSINESS CONSULTING, SALES OF FIXED INSURANCE PRODUCTS, DBA FOR INVESTMENT ADVISORY BUSINESS POSITION: OWNERSHIP START: 4/1/2014 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 20. (4) NAME: THE EXIT PLANNING TEAM, LTD; REL: Y; ADDR: AT RESIDENTIAL ADDRESS ; NATURE: EXIT PLANNING CONSULTING ; MANAGING MEMBER; START: 05/09/2025; 40 HRS/MO ; 30 HRS/MO DURING TRADING HRS.

Other Names

• Valerie Ann Berchak
• Valerie Ann Berchak
• Valerie Ann Kaye