Verified recordInvestment Management

Pete Schmidt

VP Wealth Management at Cuna Brokerage Services, Inc

Based in Saginaw, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Saginaw

Industry

Investment Management

Company size

81

Contact information

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Email

1 credit

p•••••••@cunabrokerage.com

Phone

5 credits

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Background

About Pete Schmidt

I help my clients prepare for a work optional lifestyle, by helping them save and invest for retirement. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc.(CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors. FR-3673486.1-0721-0823

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