# Brennen Schmertmann

> Brennen Schmertmann is a fee-only financial advisor at St. Therese Financial in Bettendorf, Iowa. Brennen focuses on sustainable & impact investing. St. Therese Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brennen-schmertmann/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** St. Therese Financial
- **Based in:** Bettendorf, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $827K across 21 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 7365374 (https://adviserinfo.sec.gov/individual/summary/7365374)
- **SEC registration:** Investment adviser representative in IA, IL
- **Exams passed:** Series 63 (2021), Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.stffinancial.net

## Frequently asked questions

### Is Brennen Schmertmann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brennen holds no broker registration, and St. Therese Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brennen charge for financial advice?

Brennen's firm, St. Therese Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brennen Schmertmann based?

Brennen Schmertmann is based in Bettendorf, Iowa.

### What does Brennen specialize in?

Brennen's specialties include sustainable & impact investing.

### Is Brennen Schmertmann registered with the SEC?

Yes. Brennen Schmertmann is registered as an investment adviser representative in IA and IL (CRD 7365374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does St. Therese Financial manage?

St. Therese Financial reports $827K across 21 accounts in assets under management.

### How do I contact Brennen Schmertmann?

Through Brennen's website, www.stffinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7365374): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stffinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.