Home | Jennifer Schmidt

Personalized & Simplified Finance

We joyfully serve our clients by delivering trusted advice, accessible education, and personalized services that support individuals, families, and local businesses through every financial challenge.

Who We Are

Bringing Christmas Joy to Children Around the World

We’re getting excited to once again be part of Operation Christmas Child through Samaritan’s Purse! Each shoebox is a simple gift, but it can make a lasting difference in the life of a child. We’re looking forward to filling boxes, spreading smiles, and being part of something that reaches far beyond our own community.

Ask us how you can help spread joy around the world.

Learn more

High Quality Financial Guidance with Small Town Friendliness

Located in beautiful downtown Chetek. Come see us today!

Jennifer Schmidt

Financial Advisor
(715)265-2209
jschmidt@osaicwealth.com

Contact Us

We'd love to learn more about you and your financial goals

Complete this form for a complimentary consultation

Name

Email

Address

Phone

Question

Thank you!

Oops!

Who We Serve

Helping investors from every background

Retirement

Get a plan, and stick to it

Learn more

Small Business Owners

Employer & employee retirement options

Learn more

Families

Make your money work for you

Learn more

Women

Understanding your unique needs

Learn more

As Simple As 1, 2, 3

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

STEP

1

Let’s get to know each other

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Let’s make a plan

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Let’s stick to the plan

Life is always changing, and so are you. We’ll be by your side through every twist and turn.