James Schmidt

Partner

Jim is dedicated to learning about each client's personal goals and objectives for a more secure financial future. Jim focuses his practice on wealth accumulation, preservation and distribution upon retirement. He helps his clients by objectively recommending strategies and products to assist them in working toward those goals. He builds strong, lasting relationships with his clients through open and honest communication.

Jim has been providing sound investment and insurance strategies to his clients since 1988 as a Registered Representative. He holds FINRA Series 7, 63, 66, 67, 53 and 24 registrations as well as Life, Health and Variable Insurance licenses.

Jim is a graduate of UW-LaCrosse with a Bachelor of Arts degree in Public Administration and Political Science. He has achieved the title of Retirement Planning Specialist with Equitable Advisors by earning a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.

Jim, his wife Brenda and their two sons, Owen and Aaron, reside in Mount Horeb, Wisconsin.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paramount Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 608-828-2223