Eric Schmitz

Eric Schmitz: Email & Phone Number

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Investment Advisor at KLAAS FINANCIAL ASSET ADVISORS, LLC.|Greater Madison Area, United States

Position:

Investment Advisor at KLAAS FINANCIAL ASSET ADVISORS, LLC.

Location:

Greater Madison Area, United States

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Last updated: 2026-04-22
Updated: 2026-04-22

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Work Experience 7 years

Investment Advisor at KLAAS FINANCIAL ASSET ADVISORS, LLC.

Jan 2025 - Current

Financial Planner at KLAAS FINANCIAL ASSET ADVISORS, LLC.

Oct 2024 - Dec 2024

Paraplanner at KLAAS FINANCIAL ASSET ADVISORS, LLC.

Oct 2023 - Oct 2024

Investment Advisor Representative at Woodbury Financial Services

Feb 2023 - Oct 2023

Client Services Manager at MD Financial (US)

May 2021 - Jan 2023

Information Systems Intern at Fond du Lac County

Dec 2019 - Jan 2020

Eric Schmitz started working in 2019, then the employee has changed 3 companies and 5 jobs. On average, Eric Schmitz works for one company for 10 months.

Education

University of Minnesota Duluth

Frequently Asked Questions

What is Eric Schmitz's email address?

SignalHire found a verified business email address for Eric Schmitz: s**********c@klaasfinancial.com.

What is Eric Schmitz's phone number?

SignalHire found a verified phone number for Eric Schmitz: +1-***-***-1378.

How do I contact Eric Schmitz at KLAAS FINANCIAL ASSET ADVISORS, LLC.?

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What is Eric Schmitz's professional background?

Eric Schmitz has 7 years of professional experience. They have held roles including Financial Planner, Paraplanner, and Investment Advisor Representative at companies such as KLAAS FINANCIAL ASSET ADVISORS, LLC., KLAAS FINANCIAL ASSET ADVISORS, LLC., and Woodbury Financial Services. Their education includes University of Minnesota Duluth.

Is Eric Schmitz's contact information up to date?

Yes. Eric Schmitz's SignalHire profile was last updated on 22 April 2026, reflecting their current position as Investment Advisor at KLAAS FINANCIAL ASSET ADVISORS, LLC. in Loves Park, IL, United States.

Eric Schmitz Namesakes

Name
Company
Position
Eric Schmitz
Senior Program Manager
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