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Pete Schmidt
Pete Schmidt
VP Wealth Management | CUNA Brokerage Services, Inc
United States
Pete Schmidt
Summary
Pete Schmidt is a seasoned Vice President of Wealth Management at CUNA Brokerage Services, Inc., specializing in helping clients achieve a work-optional lifestyle through strategic retirement planning and investment. With over three decades of experience in the financial services industry, he has developed a comprehensive expertise in areas such as 401k, annuities, and investment advisory. His role involves navigating complex financial landscapes and providing tailored advice to clients, ensuring they are well-prepared for retirement. Pete is committed to educating clients about the intricacies of wealth management, emphasizing the importance of informed decision-making. His long-standing tenure at CUNA Brokerage Services highlights his dedication and stability in the field. Beyond his professional commitments, Pete likely has interests in financial literacy and community engagement, aiming to empower individuals through knowledge. His extensive experience positions him as a key player in the wealth management sector, adept at adapting to evolving market trends and client needs.
Pete Schmidt
Work Experience
VP Wealth Management at
CUNA Brokerage Services, Inc
January 1988 - Present
Frequently Asked Questions about Pete Schmidt
What is Pete Schmidt email address?
Pete Schmidt's primary email address is ************@cunabrokerage.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Pete Schmidt work for?
Pete Schmidt is a VP Wealth Management at CUNA Brokerage Services, Inc, a company specializing in Security brokers & dealers.
How can I directly contact Pete Schmidt?
To contact Pete Schmidt directly, you can use the email address ************@cunabrokerage.com. Complete contact information is available upon registration with Muraena.
Who is Pete Schmidt?
Pete Schmidt is a seasoned Vice President of Wealth Management at CUNA Brokerage Services, Inc., specializing in helping clients achieve a work-optional lifestyle through strategic retirement planning and investment. With over three decades of experience in the financial services industry, he has developed a comprehensive expertise in areas such as 401k, annuities, and investment advisory. His role involves navigating complex financial landscapes and providing tailored advice to clients, ensuring they are well-prepared for retirement. Pete is committed to educating clients about the intricacies of wealth management, emphasizing the importance of informed decision-making. His long-standing tenure at CUNA Brokerage Services highlights his dedication and stability in the field. Beyond his professional commitments, Pete likely has interests in financial literacy and community engagement, aiming to empower individuals through knowledge. His extensive experience positions him as a key player in the wealth management sector, adept at adapting to evolving market trends and client needs.
Pete`s contact details
************@cunabrokerage.com
*************@cunamutual.com
Colleagues
Vice President Wealth Management
Senior Financial Advisor
Vice President - Wealth Management