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Brenton Charles Schmidt

Advisor at Cetera — Longville, MN

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Longville, MN

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Brenton Schmidt is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at several firms including LPL Financial and Investment Centers of America, Inc., and currently owns Harvest Financial Services Inc. Outside of his advisory work, he is involved as an insurance agent selling life, health, disability, annuities, and long-term care products, and he owns a company offering outdoor fishing services. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, including access to third-party money managers and model portfolios.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Longville, MN

Longville MN

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

27 years of industry experience

Harvest Insurance And Group Benefits Llc

2025 - Present • 1 year

Delano, MN

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2022 - Present • 4 years

El Segundo, CA

Harvest Holding Company Llc

2021 - Present • 5 years

Longville, MN

Harvest Outdoor Services Llc

2020 - Present • 6 years

Saint Michael, MN

LPL Financial

2017 - 2022 • 5 years

Hutchinson, MN

Investment Centers Of America, Inc.

2013 - 2017 • 4 years

Hutchinson, MN

Harvest Financial Services Inc

2003 - Present • 23 years

Delano, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jane L

Series 66

Longville, MN

Cetera

Jane Longnecker is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has been with Cetera since 2017, having previously worked at Cetera Investment Services LLC since 2006. Outside of her advisory role, she serves as a power of attorney for her mother. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher M

Series 66

Longville, MN

Wells Fargo Advisors

Christopher Matzke is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Longville, MN, and has 26 years of industry experience. His career includes ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC prior to his current role. He also serves as a trustee for his father-in-law’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Timothy G

Series 63, Series 66

Longville, MN

Thrivent Investment Management

Timothy Gamrath is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based analyses and written recommendations across various financial planning topics without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” maintaining a separation between planning and portfolio management.

Business ownership considerations
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