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Jennifer Marie Schmidt

Advisor at OSAIC — Chetek, WI

Updated today

Credentials

Series 66

Experience

6 years

Location

Chetek, WI 54728

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Jennifer Schmidt is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. Her prior work history includes roles at TrueNorth Financial LLC, Woodbury Financial Services Inc., and Frei Financial Services. She is also licensed to write funeral trusts through her life insurance license, collaborating with a local estate planning attorney. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with access to multiple 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 Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Chetek, WI

210 2nd St., Suite A

Chetek WI 54728

Advisors at this office

1

Most active in

Wisconsin

Work history

6 years of industry experience

TrueNorth Financial LLC

2024 - Present • 2 years

Chetek, WI

OSAIC

2024 - Present • 2 years

Cameron, WI

Woodbury Financial Services inc

2019 - 2024 • 5 years

Cameron, WI

Frei Financial Services

2019 - 2023 • 4 years

Cameron, WI

Grace Baptist Church

2013 - 2020 • 7 years

Chippewa Falls, WI

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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Edward W

Series 66

Rice Lake, WI

Edward Jones

Edward Widiker is a Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, and has 14 years of industry experience. He has worked with Edward Jones since 2012. Outside of his advisory role, he is the owner of WW Sap and Syrup LLC, a financial business based in Cameron, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kevin B

Series 66

Rice Lake, WI

Edward Jones

Kevin Bohn is a financial advisor with Edward Jones in Rice Lake, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Fyzical Therapy & Balance Centers, Aspirus Health, and Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance General retirement planning Doctor or Medical Professional
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Gregory A

Series 63, Series 65

Chetek, WI

Robert Baird & Co.

Gregory Abbott is a financial advisor with Robert Baird & Co. in Chetek, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services through a combination of in-house and third-party managers, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Russell L

Series 66

Rice Lake, WI

Thrivent Investment Management

Russell Lapoint is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is co-owner of Lapoint Tire & Automotive and serves on the boards of the Rice Lake Curling Club and Rice Lake Youth Baseball Association, as well as a trustee for the Blue Hills Free & Accepted Masons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service structures.

Business ownership considerations

Brett G

Series 66

Cameron, WI

Edward Jones

Brett Gooden is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 13 years at Kwik Trip, Inc. Outside of his advisory role, Gooden assists with website, technology, and marketing for a tax accounting company operated by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Geoffrey B

Series 63

Rice Lake, WI

Edward Jones

Geoffrey Bohn is a financial advisor with Edward Jones in Rice Lake, WI, holding a Series 63 designation and with 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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