Joel Schmitz

Joel Schmitz has extensive work experience in the finance industry. Joel began their career in 2001 as a Financial Advisor at Ameriprise Financial Services, Inc. Joel then worked at FourSquare Financial Group from 2003 to 2014 as a Director of Compliance & Financial Planning. From 2014 to 2021, they held the role of Director of Compliance & Financial Planning at K2 Advisory Group. In 2002, they briefly served as a Financial Advisor at MassMutual Great Lakes. Joel later became an Agency Supervisory Officer at the same company from 2003 to 2021. Starting in 2021, they served as a VP of Compliance at both Belpointe Asset Management and Fortis Capital Advisors. In 2022, they became the Chief Compliance Officer at Mercator Investment Management.

Joel Schmitz's education history begins in 1997 when they enrolled in the University of Wisconsin-Madison. Joel pursued a Bachelor of Science degree in Political Science and completed their studies in 1999. Afterward, they attended Michigan State University College of Law from 1999 to 2001, although information about the degree obtained or field of study is not provided.

In addition to their educational background, Joel Schmitz has obtained several certifications. Joel holds a certification in Life, Accident & Health from the State of Michigan. Joel has also obtained certifications in Series 24, Series 53, Series 63, and Series 7 from the Financial Industry Regulatory Authority. Details regarding the months and years these certifications were obtained are not provided.