Experience: Jim Schmeichel is one of the two founding partners of the company and has over 28 years of experience in the financial services field. Jim serves as the firm's Vice President and Secretary/Treasurer. He is registered as an Investment Advisor Representative with Ameritas Investment Corp. He is also licensed to provide traditional life insurance as well as fixed and variable annuities. Emphasizing a personal, hands-on approach in his practice, Jim firmly believes in long-term planning and investment diversification. As a former teacher, he strives to provide his clients with a working knowledge of the basics of investing and encourages them to be active participants in the investing process.
Jim holds Series 6 FINRA, Investment Companies (Mutual Funds) Representative, Series 7 FINRA, General Securities Representative (Financial Consultant, Stockbroker), Series 63, Uniform State Law licenses. He is also licensed to provide traditional life insurance and annuities. All securities registrations are held through Ameritas Investment Corp. (Member FINRA/SIPC).
About: A double major graduate from Wayne State College in Nebraska, Jim has lived in Fremont for thirty-five years. He is married to his wife, Connie, and has two sons, Cory and Aaron.