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Jesse Schmidt

7 Years of Experience
Lincoln, NE
BrokerSells Insurance

Jesse Schmidt is a registered investment advisor, based in Lincoln, NE, with 7 years of industry experience.

Location

3600 Village Drive, Suite 110, Lincoln, NE, 68516

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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

Jesse is an agent/broker for Co-op Insurance and R.F. Brokerage, and owns Schmidt Apiaries. He also sold one disability policy through North Central DI and is a city council member for Bennet, Nebraska, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
August 2019 - August 2023 · 4 yrs
Securian Financial Services, INC.Broker
June 2019 - August 2023 · 4 yrs 2 mos
Principal Securities, INC.Broker
June 2018 - May 2019 · 11 mos
State Registrations8 states
HIIAKSMINESCVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jesse Schmidt - Financial Advisor | TrueAdvisor