John R. Schmidt
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John R. Schmidt Email & Phone Number

I help families design an investment strategy with the right investments that fit their life goals. at Clearview Wealth Management
Location: Dayton, Ohio, United States 3 work roles 3 schools
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Current company
Clearview Wealth Management
Role
I help families design an investment strategy with the right investments that fit their life goals.
Location
Dayton, Ohio, United States

Who is John R. Schmidt? Overview

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John R. Schmidt is listed as I help families design an investment strategy with the right investments that fit their life goals. at Clearview Wealth Management, based in Dayton, Ohio, United States. AeroLeads shows a matched LinkedIn profile for John R. Schmidt.

John R. Schmidt previously worked as Financial Planner, Wealth Manager at Clearview Wealth Management and Financial Advisor at National Financial Firm. John R. Schmidt holds Bachelor Of Business Administration - Bba, Business Administration, Management And Operations from Miami University.

Profile bio

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

Current workplace

John R. Schmidt's current company

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Clearview Wealth Management
Clearview Wealth Management
I help families design an investment strategy with the right investments that fit their life goals.
3 roles · 19 years

John R. Schmidt work experience

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Financial Planner, Wealth Manager

Current
Clearview Wealth Management

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.

2017 - Present ~9 yrs 5 mos

Financial Advisor

National Financial Firm

Dayton, Ohio Area

2011 - 2017 ~6 yrs

Advisor Marketing Representative

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.

2007 - 2011 ~4 yrs
3 education records

John R. Schmidt education

Bachelor Of Business Administration - Bba, Business Administration, Management And Operations

Activities and Societies: Water Ski Team, Sigma Alpha Epsilon

Education record

Bellbrook High School
FAQ

Frequently asked questions about John R. Schmidt

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What company does John R. Schmidt work for?

John R. Schmidt works for Clearview Wealth Management.

What is John R. Schmidt's role at Clearview Wealth Management?

John R. Schmidt is listed as I help families design an investment strategy with the right investments that fit their life goals. at Clearview Wealth Management.

Where is John R. Schmidt based?

John R. Schmidt is based in Dayton, Ohio, United States while working with Clearview Wealth Management.

What companies has John R. Schmidt worked for?

John R. Schmidt has worked for Clearview Wealth Management, National Financial Firm, and Capital Group | American Funds.

How can I contact John R. Schmidt?

You can use AeroLeads to view verified contact signals for John R. Schmidt at Clearview Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did John R. Schmidt attend?

John R. Schmidt holds Bachelor Of Business Administration - Bba, Business Administration, Management And Operations from Miami University.

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