Karl Schmidtke

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.