Karl Schmidtke CFA
Background
Karl has been in the financial services industry since 1995 and joined Distinctive Wealth Management in 2017. He specializes in portfolio management and wealth strategies for high net worth individuals, families and small businesses. Previously, he was a Senior Vice President at Northland Securities, a founder and Vice President − Portfolio Manager of Cleary Gull Holdings, Inc., and an Investment Performance Analyst for Smith Barney 401(k) Advisory Group of Milwaukee.
Education
Karl earned a Bachelor of Business Administration degree in Finance and Economics from Baylor University in Waco, TX. He also earned a Master of Business Administration degree with an emphasis in Finance from Baylor University. He is a member of the Milwaukee Investment Analyst Society.
Professional Licenses/Designations
Karl holds and maintains the FINRA Series 7 General Securities Representative and Series 63 Uniform Securities State Law Exam through LPL Financial and his Series 66 Uniform Combined State Law registration through both LPL Financial and Independent Advisor Alliance.
Jeffrey C Lehrer CFP®
Background
Jeffrey C. Lehrer CFP® has been in the financial services industry since 1997 and joined Distinctive Wealth Management in 2017. He specializes in providing portfolio management and financial planning strategies for high net worth, individuals, families and small businesses. Previously, he was a Vice President at Northland Securities, a founder and Vice President − Financial Planning of Cleary Gull Holdings, Inc. He was also employed by Marshall & Ilsley Trust Company, where he held positions as Trust Operations Supervisor and Senior Audit & Compliance Analyst.
Education
Jeff earned a Bachelor of Business Administration degree in Finance with an emphasis in Financial Planning from the University of Wisconsin-Whitewater. Jeff has also earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning-Centennial CO.
Professional Licenses
Jeff holds and maintains the FINRA Series 7 General Securities Representative through LPL Financial and his Series 66 Uniform Combined State Law registration through both LPL Financial and Independent Advisor Alliance.