Matthew
Schmitz

Mm Ascend Life Investor Services, LLC

CRD#5553610
Investment Advisor
in Cincinnati, OH

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About this Advisor

Matthew Schmitz is a financial advisor based in Cincinnati, Ohio, working with Mm Ascend Life Investor Services, LLC. Matthew has previously held positions at Allianz Life Insurance Company Of North America, Allianz Life Financial Services LLC, Insource Inc, The Leaders Group Inc, Navian Capital Securities, LLC, Nepsis Advisor Services, Inc, Cuna Brokerage Services, Inc, Cuna Mutual Group, Great American Advisors, Inc, and Great American Insurance Group. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Matthew is part of Mm Ascend Life Investor Services, LLC, which operates out of Cincinnati, Ohio.

Certifications and Registrations

Series 66

Office Location

191 Rosa Parks
Cincinnati, OH 45202

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Matthew Schmitz Work History

2020 - Present (5 years)

Great American Advisors, Inc

2020 - Present (5 years)

Great American Insurance Group

2018 - 2018 (< 1 year)

Nepsis Advisor Services, Inc

2018 - 2020 (2 years)

Cuna Brokerage Services, Inc

2018 - 2020 (2 years)

Cuna Mutual Group

2017 - 2018 (1 year)

Navian Capital Securities, LLC

2016 - 2017 (1 year)

The Leaders Group Inc

2015 - 2018 (3 years)

Insource Inc

2011 - 2015 (4 years)

Allianz Life Insurance Company Of North America

2011 - 2015 (4 years)

Allianz Life Financial Services LLC

Disclosures

Please visit the SEC profile of Matthew Schmitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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