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Christine Rutt Schmitz

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

10711 Red Run Blvd; Suite 101, Owings Mills, MD, 21117

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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

Christine provides tax services and accounting through Glass Jacobson, and is also appointed with multiple insurance carriers selling annuities, taking about half of her time. She also serves as a Senior Financial Advisor for Glass Jacobson Investment Advisors LLC, dedicating about a quarter of her time to this role.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Glass Jacobson Wealth Advisors
October 2003 - Present · 22 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
October 2003 - August 2024 · 20 yrs 10 mos
Usallianz Securities, INC.
September 2002 - October 2003 · 1 yr 1 mo
Usallianz Securities, INC.Broker
September 2002 - October 2003 · 1 yr 1 mo
Signator Investors, INC.
April 2000 - September 2002 · 2 yrs 5 mos
Signator Investors, INC.Broker
October 1999 - September 2002 · 2 yrs 11 mos
Lm Financial Partners, INC.Broker
August 1996 - September 1999 · 3 yrs 1 mo
State Registrations22 states
ALARAZCADCDEFLGAHIILKYMDNCNJNYOHPASCTXVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christine Rutt Schmitz - Financial Advisor | TrueAdvisor