Joel Schmitz's Location
Grand Rapids, MI, US
Joel Schmitz's Work
- VP of Compliance @ Belpointe Asset Management
- VP of Compliance @ Fortis Capital Advisors
- Chief Compliance Officer @ Mercator Investment Management
- Agency Supervisory Officer @ MassMutual
- Financial Advisor @ MassMutual
- Director of Compliance and Financial Planning @ K2 Advisory Group
- Director of Compliance and Financial Planning @ FourSquare Financial Group
- Financial Advisor @ Financial Services Company
Joel Schmitz's Education
- University of Wisconsin-Madison
B.S. (Political Science)
1997 - 1999 - Michigan State University College of Law1999 - 2001
Joel Schmitz's Skills
- Supervision
- E Mail Surveillance
- Series 63
- Fiduciary
- Interpersonal Skills
- Life Insurance
- Variable Universal Life Insurance
- Marketing
- Financial Services
- Negotiation
Joel Schmitz's Summary
Joel Schmitz, based in Grand Rapids, MI, US, is currently a VP of Compliance at Belpointe Asset Management, bringing experience from previous roles at Fortis Capital Advisors, Mercator Investment Management and MassMutual Great Lakes. Joel Schmitz holds a 1997 - 1999 B.S. in Political Science @ University of Wisconsin-Madison. With a robust skill set that includes Supervision, E Mail Surveillance, Series 63, Fiduciary, Interpersonal Skills and more, Joel Schmitz contributes valuable insights to the industry. Joel Schmitz has 3 emails on RocketReach.
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