Valerie A Schmitz
Investment adviser representative at Belpointe Asset Management LLC
14 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 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
- Seminars and workshops
Experience
14 years in the industry.
- Belpointe Asset Management, LLCJul 2023 to now
- Kelly Day Financial ServicesDec 2013 to now
- MML Investors Services, LLCJan 2019 to Aug 2023
- Massmutual Life Insurance CoDec 2018 to Aug 2023
- The On Equity Sales CompanyMar 2013 to Dec 2018
- Ohio National Financial ServicesAug 2012 to Dec 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 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
- 6175307
- Firm CRD
- 143440