Brian Schmitz has been Owner of Structured Wealth Management since October 2009, is a control person of the firm and directly owns between 50% and 75% of it. Brian Schmitz studied at Taylor University.
Structured Wealth Management, Inc. is a Toledo, OH firm with $227M under management, 527 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Brian Schmitz is Partner, Financial Advisor at Structured Wealth Management in Toledo, Ohio. He has helped clients plan for their golden years since 1995. While at Merrill Lynch he was part of a team that managed client assets. He teaches classes at local universities on Social Security claiming strategies and how retirees' decisions affect their pension, required distributions from retirement accounts, and taxes.
Brian Schmitz’s longest registration is the current one, 18 years at Structured Wealth Management since 2008.
- Next Financial Group, Inc.– · 2 yearsToledo, OH · Adviser representative · Firm CRD 46214
- – present · 18 yearsToledo, OH · Adviser representative · Firm CRD 146611
Professional designations
Listed by Structured Wealth Management
- ChFEBC
- NSSA
Investment adviser representative registrations
Brian Schmitz is registered as an investment adviser representative in Ohio, since April 2008.
- OhioSince 23 April 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 July 1999 |
| Series 7 | General Securities Representative Examination | 24 May 1995 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Andrew Schmitz
- CRD
- 2612181
- Firm
- Structured Wealth Management · CRD 146611
- Role
- Owner
- Office
- 2778 CENTENNIAL ROAD, STE A, Toledo, OH 43617
- Registration
- Investment adviser registration
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- structuredplan.com
Where does Brian Schmitz work?
Brian Schmitz has been Owner of Structured Wealth Management, Inc. since October 2009, and is a control person of the firm.
Is Brian Schmitz a financial advisor?
Yes. Brian Schmitz has a current investment-adviser registration in Ohio, through Structured Wealth Management since April 2008.
How many years of experience does Brian Schmitz have?
Brian Schmitz has 18 years in the financial industry, since April 2008, across 2 adviser firms.
What exams has Brian Schmitz passed?
Brian Schmitz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 1995.
Where is Brian Schmitz based?
Brian Schmitz’s registered office is in Toledo, OH.
Is Brian Schmitz registered with FINRA?
No. Brian Schmitz has no current broker registration.
How can I verify Brian Schmitz’s record?
Search CRD 2612181 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Schmitz’s full registration record.
