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

Found email addresses for Eric Schmitz:

Business emails:

s**********c@klaasfinancial.com

Found phone for Eric Schmitz:

+1-***-***-1378

A different Eric Schmitz?

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

Eric Schmitz Namesakes

Name

Company

Position

Eric Schmitz

Availity

Senior Program Manager

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Other employees at KLAAS FINANCIAL ASSET ADVISORS, LLC.

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Rachael Herold

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Abigail Roberts

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Junior Client Service Associate

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Morgan Tegeler

KLAAS FINANCIAL ASSET ADVISORS, LLC.

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Brody Ryan

KLAAS FINANCIAL ASSET ADVISORS, LLC.

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Amy Yan

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Client Service & Office Coordinator

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Nathan Winslow

KLAAS FINANCIAL ASSET ADVISORS, LLC.

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Michael Schlimgen

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Investment Advisor Representative

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Craig Klaas

KLAAS FINANCIAL ASSET ADVISORS, LLC.

CEO, President

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Josh Stirling

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Chief Investment Officer

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Eric Schwartz

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Financial Planner

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