Matt Schmitz, CRPC®, RICP®

Matt Schmitz, CRPC®, RICP®

Regional Vice President - Annuity & Structured Product Division

Minnesota, Wisconsin

toll-free: (800) 732-1489 Ext 6132

direct: (612) 730-2259

matt.schmitz@insourcemg.com

View Matt Schmitz's profile on LinkedIn

Matt Schmitz has 13 years of industry experience

Matt joined the InSource team in November of 2015. He has more than 13 years of successful experience in financial services, most recently as an Internal Retirement Consultant with Allianz Life. While at Allianz, he and his partner were responsible for more than $252 million in annuity sales. Additionally, he served as a three-term board member and co-chaired the Allianz Advisory Board.

During his career, Matt has developed comprehensive knowledge of the financial planning process along with the ability to target successful solutions for a variety of client situations.  Matt is a natural presenter with an engaging communication style.  He has planned and managed over 120 client and public events. Additionally, he is a Chartered Retirement Planning Counselor (CRPC®), a Retirement Income Certified Professional (RICP®) and holds Series 7 and 63 licenses.

 

 

All securities are offered through Navian Capital Securities, an independent broker dealer, Member FINRA/SIPC.