Brian Schmitz
Senior Financial Advisor - BMO Investment Services
Address
Brian Schmitz
503 North Washington Street
Naperville, IL 60563
About Me
Brian is a Senior Financial Advisor with 33 years of experience currently serving the Naperville area. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Brian customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Brian earned an economics degree from the University of Wisconsin - Madison and a financial planning certificate from DePaul University, in Chicago, Illinois. He holds securities licenses 7, 63, 65, and 24, held through LPL Financial along with his life and health insurance licenses.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management