Advisor at Family Wealth Management
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Firm
Family Wealth Management
Location
Elko, MN 55020
Credentials
Series 63, Series 66
Industry experience
16 years
Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.
Negotiated up to 1.75% annually for investment management services
5352 E 280 Th St
Elko, MN 55020
Minnesota
Family Wealth Management LLC
2024 - Present (2 years)
FBL Marketing Services
2020 - 2024 (4 years)
FBL Financial Group
2020 - 2024 (4 years)
Old National Bank
2018 - 2020 (2 years)
LPL Financial
2018 - 2020 (2 years)
Scottrade Inc
2008 - 2018 (10 years)
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Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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