This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-23-2024
- Office Locations
- 1
Office Locations
About St. Therese Financial LLC
St. Therese Financial LLC is an independent RIA in Bettendorf, Iowa serving individuals and business owners with investment management and financial planning. The firm builds customized portfolios across stocks, bonds, and diversified funds, using a Christian, ethics-focused screening protocol to vet holdings financially and morally. Market and investment research is produced in-house by Brennen Schmertmann; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Brennen Michael Schmertmann
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7365374
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $826,640 | -- |
| Non-Discretionary | $0 | -- |
| Total | $826,640 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing