John R. Schmidt

John R. Schmidt Email and Phone Number

I help families design an investment strategy with the right investments that fit their life goals. @
John R. Schmidt's Location
Dayton, Ohio, United States, United States
About John R. Schmidt

Since 2007, I have been helping people and their families design long-term, diversified strategies to achieve their real life goals. I believe in utilizing investments that are both cost-efficient and high value. I don’t just create a financial plan with planning software. I take a hands on approach and talk my clients through our investment, retirement, and overall financial plan using their real life scenario.Securities and Investment Advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. https://osaic.com/disclosures/terms-of-use Branch Phone is 937-434-8989.www.finra.orgwww.sipc.org

John R. Schmidt's Current Company Details
Clearview Wealth Management

Clearview Wealth Management

I help families design an investment strategy with the right investments that fit their life goals.
John R. Schmidt Work Experience Details
  • Clearview Wealth Management
    Financial Planner, Wealth Manager
    Clearview Wealth Management 2017 - Present
    6768 Loop Rd, Dayon Oh 45459 - Phone: (937) 312-9750
    Find a Clearview of your financial plan. John formed Clearview Wealth Management with the mission to shift focus on what is the most important aspect of his business, the client.Since 2007, our ultimate goal has been helping people design long-term, diversified strategies to achieve their goals. We take a progressive approach that utilizes multiple investment strategies and investments that we feel are both cost-efficient and high value.We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. https://osaic.com/disclosures
  • National Financial Firm
    Financial Advisor
    National Financial Firm 2011 - 2017
    Dayton, Ohio Area
  • Capital Group | American Funds
    Advisor Marketing Representative
    Capital Group | American Funds 2007 - 2011
    Indianapolis, Indiana Area
    I am grateful to have started my career at such a professional and well-respected company. The firm helped me build a foundation for my career by instilling a knowledge of the investment landscape and a commitment to service while doing what's right for my clients.

John R. Schmidt Education Details

Frequently Asked Questions about John R. Schmidt

What company does John R. Schmidt work for?

John R. Schmidt works for Clearview Wealth Management

What is John R. Schmidt's role at the current company?

John R. Schmidt's current role is I help families design an investment strategy with the right investments that fit their life goals..

What schools did John R. Schmidt attend?

John R. Schmidt attended Miami University, Bond University, Bellbrook High School.

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