Brian Schmitz has been in the financial planning and investment management business since 1995 when after graduation from Taylor University he was recruited by Merrill Lynch. While at Merrill Lynch, Brian and a senior advisor managed $480 million in client assets and routinely ranked in the Top 10 of all Merrill Lynch advisory groups out of nearly 20,000 advisors.
Brian left Merrill Lynch in 2002 to join OBS Financial Services, a start-up institutional investment management firm catering to bank trust companies. From 2002 to 2008 Brian helped OBS grow from basically zero clients to 56 bank trust clients that entrusted OBS with over a billion dollars in assets to manage. In 2008 Brian, and the other principals at OBS, chose to sell the company to Texans Financial, a credit union owned by Texas Instruments.
After the sale of the company Brian and three other former members of OBS Financial Services founded Structured Wealth Management, a Registered Investment Advisory firm in Toledo, Ohio. At Structured Wealth Management Brian went back to his roots managing money for small companies, business owners, and individuals at or near retirement. At Structured Wealth Brian is able to use the same strategies and portfolios he used to help OBS Financial Services have tremendous success managing trust accounts for banking clients throughout the United States.
In 2009 Brian and his two business partners also began opening tax offices in Toledo, Ohio. Since 2009 the tax offices have done over 20,000 tax returns for individuals and companies in Northwest Ohio and Southern Michigan. Brian says, “having a tax background and knowledge of how investments and taxes impact each other has made me a much better advisor than I ever was when I was only concentrating on managing investments”.
Brian lives in Holland, Ohio with his wife Brooke and sons Beckham and Blaine. When he is not working he enjoys spending time with his family at Devils Lake and playing golf with friends and clients.
Events this person is involved with:
- Maximizing Social Security: MBSOCC0919
- Maximizing Social Security: MBSOCC0924
- Maximizing Social Security: MBSLU1022
- Maximizing Social Security: MBSLU1023
- Maximizing Social Security: MTRLU0121
- Maximizing Social Security: MTRLU0123
- Maximizing Social Security: MBSOCC0303
- Maximizing Social Security: MBSOCC0310
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