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Brenton Schmidt

Advisor at Cetera

Updated today

Location

Longville, MN

Credentials

Series 63, Series 66

Industry experience

27 years

About

Brenton Schmidt is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including LPL Financial and Investment Centers of America. Outside of advising, he owns Harvest Outdoor Services LLC, a company set up for outdoor fishing services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions.

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) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Longville, MN

Most active in

Minnesota · Texas

Work history

Harvest Insurance And Group Benefits Llc

2025 - Present (1 year)

Cetera

2023 - Present (3 years)

Cetera Wealth Services, LLC

2022 - Present (4 years)

Harvest Holding Company Llc

2021 - Present (5 years)

Harvest Outdoor Services Llc

2020 - Present (6 years)

LPL Financial

2017 - 2022 (5 years)

Investment Centers Of America, Inc.

2013 - 2017 (4 years)

Harvest Financial Services Inc

2003 - Present (23 years)

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 B

Series 66

Longville, MN

Cetera

Jane Bratsch is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliated entities since 2006. Outside of her advisory role, she acts as a power of attorney for her mother. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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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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