James Francis Schmitz
Investment adviser representative at Lfa
14 yearsExperience
1 stateRegistered in
$351.5MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- LfaDec 2013 to now
- Cambridge Investment Research Inc.Jun 2012 to now
- Laraway Financial Advisors, Inc.Jun 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Lfa
Legal name: Laraway Financial Advisors, Inc.
$351.5MAssets managed
518Clients
7Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5543666
- Firm CRD
- 114674