*Securities offered through Woodbury Financial Services, Inc, Member FINRA, SIPC
   
 

Brian Ambrose CPA, CFP®
Annuities / Retirement Planning

Mike Bellig JD, CLU
Director of Brokerage Services -TruMark

Brent Burr* EA
Securities / Financial Planning

Steve Doman*
Securities / Insurance Planning

Henry Friedman* CLU, IAR, RR
Corporate Insurance / Estate Planning

Joe Gavazza* IAR
Retirement & Ins. Planning / Charitable Giving

John Helms CLU, ChFC
Employee Benefits

Eric Hodges* IAR
Securities / Insurance Planning

Mike Killeen* IAR
Securities / Estate & Retirement Planning

Laura Lucas
Director of Operations / Finance

Dustin Ma*
Securities / Insurance Planning

Bob Miller* CFP®, IAR
Securities / Financial Planning

Celia J. Mason JD
Securities / Financial Planning

Larry Miller
Estate Planning

Michael W. Olff* IAR
Securities / Insurance Planning

DeHaven Sanson CFP®, CLU,ChFEBC™
Financial Planning

Vincent L. Schantz
Annuities / LTC Insurance / Retirement Planning

James E. Smith* CLU, ChFC
Securities / Insurance Planning
Credential Legend
CAA Certified Annuity Advisor ChFC Chartered Financial Consultant
CCPS Certified College Planning Specialist CFP® Certified Financial Planner™
CEP Certified Estate Planner CPA Certified Public Accountant
CLU Chartered Life Underwriter EA Enrolled Agent
ChFEBC™ Chartered Federal Employee Benefits Consultant LTCP Long-Term Care Professional

Important Consumer Information:
Securities and advisory services offered through Woodbury Financial Services, member FINRA/SIPC and a registered investment advisor.  Stahlschmidt Financial Group, LLC is not affiliated with Woodbury Financial Services and is not a broker dealer.

The following associates are not affiliated with Woodbury Financial Services: Brian Ambrose, Mike Bellig, John Helms, Laura Lucas, Celia Mason, Larry Miller, DeHaven Sanson and Vincent Schantz. A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Offices in California

 

 
Copyright 1990-2009. Stahlschmidt Financial Group, LLC is not a subsidiary of Woodbury Financial Services, Inc.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor. Stahlschmidt Financial Group, LLC and Woodbury Financial Services, Inc. are not affiliated entities. www.nasd.com. All rights reserved.