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 out of Cincinnati, Ohio who has 3 years of industry experience. Schmitz is currently employed by Mm Ascend Life Investor Services, LLC. During their career, Schmitz has held roles 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. Schmitz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Mm Ascend Life Investor Services, LLC is an advisory firm operating in Cincinnati, Ohio.

Certifications and Registrations

Series 66

Years Registered*

3 years

Office Location

191 Rosa Parks
Cincinnati, OH 45202

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Matthew Schmitz Work History

Matthew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Great American Advisors, Inc

2020 - Present (4 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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