DS
DS

David Schmitz

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,136 clients
Average Client Portfolio
$192K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:$50K
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Location

6452 Northwestern Drive, Rhinelander, WI, 54501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a licensed and appointed insurance agent with various companies. He may offer insurance products and services to clients when appropriate.

Employment History
Current Registrations
Sgl Financial, LLC
May 2015 - Present · 10 yrs 9 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.