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Jennifer Schmidt

Advisor at OSAIC

Updated today

Location

Chetek, WI 54728

Credentials

Series 66

Industry experience

6 years

About

Jennifer Schmidt is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services Inc. and Frei Financial Services, among others. She is also licensed to write Funeral Trusts through her life insurance license and collaborates with a local estate planning attorney on these services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization and offers access to multiple custodial platforms and third-party money managers.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

210 2 Nd St., Suite A

Chetek, WI 54728

Most active in

Wisconsin

Work history

TrueNorth Financial LLC

2024 - Present (2 years)

OSAIC

2024 - Present (2 years)

Woodbury Financial Services inc

2019 - 2024 (5 years)

Frei Financial Services

2019 - 2023 (4 years)

Grace Baptist Church

2013 - 2020 (7 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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