Advisor at St. Therese Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
St. Therese Financial LLC
Location
Bettendorf, IA
Credentials
Series 63, Series 65
Industry experience
4 years
Brennen Schmertmann is a financial advisor at St. Therese Financial LLC with four years of industry experience. He previously worked at LPL Financial and Mutual of Omaha Investor Services. Schmertmann holds Series 63 and Series 65 licenses and is based in Bettendorf, IA. St. Therese Financial provides discretionary asset management and financial planning to individuals, high-net-worth individuals, nonprofit clients, and other investment advisers. The firm combines fundamental analysis, technical methods, and Modern Portfolio Theory with a documented moral-screening policy that influences investment choices based on non-financial criteria.
Based on St. Therese Financial LLC
$0+: 0.75% annually for Passive Portfolio (Mutual Fund/ETF Portfolios) $0+: 1.50% annually for Active Portfolio (Stock Portfolios)
Bettendorf, IA
Illinois · Iowa
Brennen Schmertmann
2024 - Present (2 years)
St. Therese Financial LLC
2024 - Present (2 years)
St. Therese Financial LLC
2024 - Present (2 years)
LPL Financial
2022 - 2024 (2 years)
Mutual of Omaha Investor Services, Inc.
2022 - 2022 (1 year)
Mutual of Omaha Investor Services, Inc.
2021 - 2022 (1 year)
Mutual of Omaha Insurance Company
2021 - 2022 (1 year)
Bettendorf Community School District
2015 - 2021 (6 years)
TPC Deere Run
2014 - 2019 (5 years)
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Other specialized services
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