Anna Schmitz, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Divorce Finances
  • Estate & Legacy Strategies
  • Portfolio Reviews

About Anna

I am a financial advisor with a simple, effective approach. I believe in holistic organization of financial health, which means breaking down individual situations to find the best possible strategies to help meet goals. My clients come first and each one of them is unique in personality and needs; focusing on tailored solutions is my preferred method to success for my business and how I strive toward beneficial outcomes for clients. I feel my clients are extended family and I deeply care about their needs.

My background includes deep family roots in the Midwest. I was raised in Lidgerwood, ND on...

Personal Interests

  • Fishing
  • Spending Time with Family
  • Community Outreach
  • Canoeing
  • Horseback Riding

Team Members

  • Terra Huff
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri Closed for Holiday
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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