Brennen Schmertmann
St. Therese Financial · Bettendorf, Iowa
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.
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Specialties
Facts
| Firm | St. Therese Financial |
|---|---|
| Based in | Bettendorf, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $827K across 21 accounts |
| SEC registration | Investment adviser representative in IA, IL · CRD 7365374 |
| Exams passed | Series 63 (2021) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stffinancial.net |
| Profile |
How Brennen's firm compares
- St. Therese Financial's average account is about $39,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Brennen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- St. Therese Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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