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Jennifer S
Series 66
Chetek, WI
OSAIC
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.
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