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Schmidt Financial Group, LLC Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Schmidt Financial Group, LLC is a boutique insurance advisory firm that has served the high net worth market for more than 30 years, offering guidance on wealth transfer planning, estate planning, financial planning, and business succession. As independent advisors, it acts as the client’s advocate in the insurance marketplace, with no affiliation to any insurer and the aim of selecting the optimal solution for each situation. Based in Deerfield, Illinois, the firm operates with a small team to deliver its services.

The firm uses an informal underwriting advocacy approach, leveraging internal expertise to tailor case positioning for favorable outcomes, potential cost savings, and confidentiality. It also analyzes complex products to uncover intrinsic value without bias, seeking to maximize the overall value offered to clients, and maintains ongoing management of insurance portfolios to adapt to a changing financial landscape.

Find Schmidt Financial Group, LLC employees' phone numbers or email addresses

Schmidt Financial Group, LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Schmidt Financial Group, LLC's Leadership

  • Stylized image of a person
    S. S.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    J. S.
    Principal
    Mobile Phone
  • Stylized image of a person
    B. C.
    Marketing Professional
    Mobile Phone
  • Stylized image of a person
    L. S.
    Consulting Analyst
    Mobile Phone
  • Stylized image of a person
    M. H.
    Business Development
    Mobile Phone
  • Stylized image of a person
    R. F.
    Long Term Care Analyst And Planning Strategist
    Mobile Phone

Schmidt Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Entertainment
  • Film & Video
  • Accounting
  • Other
  • Arts & Design
  • Administrative

Contact profiles from Schmidt Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. S.
    Chief Operating Officer
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Principal
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    B. C.
    Marketing Professional
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    L. S.
    Consulting Analyst
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. H.
    Business Development
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. F.
    Long Term Care Analyst And Planning Strategist
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Schmidt Financial Group, LLC known for?

Minus sign iconPlus sign iconSchmidt Financial Group, LLC was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-773-774-****
. Explore Schmidt Financial Group, LLC's company overview page for more information.

What is Schmidt Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconSchmidt Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schmidt Financial Group, LLC email formats with LeadIQ.

How many employees does Schmidt Financial Group, LLC have currently?

Minus sign iconPlus sign iconSchmidt Financial Group, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Schmidt Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Schmidt Financial Group, LLC's key employees include:

  • Chief Operating Officer: S. S.
  • Principal: J. S.
  • Marketing Professional: B. C.
  • Consulting Analyst: L. S.
  • Business Development: M. H.

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