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Credentials
Series 66
Experience Industry experience
9 years
Location
Canby, MN 56220
LPL Financial
Institution
Nicholas Schmitz is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at FSC Securities Corp and spent nine years at Rob Hill Farms. Outside of his advisory role, he is involved with Norman Four15, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across a variety of asset classes.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Canby, MN
125 1st Street East
Canby MN 56220
Advisors at this office
1
Minnesota
9 years of industry experience
LPL FINANCIAL
2019 - Present • 7 years
Canby, MN
Fsc Securities Corp
2018 - 2019 • 1 year
Atlanta, GA
Rob Hill Farms
2009 - 2018 • 9 years
Canby, MN
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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