Joseph Schmitt (CRD# 7504731) is an Investment Advisor Representative working at Incline Financial Planning LLC in Mars, PA and has over 2 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Incline Financial Planning LLC | Springbrook, PA | Feb 2022 - Current | 2 |
| American Airlines | Fort Worth, TX | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- PA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$27,842
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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