Broker Check

Team Accolades

Please join us in celebrating!

The Schmit Group was recently recognized by Forbes/SHOOK Research as a 2026 Best-In-State Wealth Management Team. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.

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2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

Top 30 Advisors

Top 30 Advisors

This award recognizes the top thirty advisors at Baird on an annual basis. Jeff Schmit was recognized on this list in 2024. This is an outstanding accomplishment that we are proud to share.

G. Frederick Kasten Jr. Client Service Award

G. Frederick Kasten Jr. Client Service Award

Baird introduced this award to honor two associates who go above and beyond to serve clients, embody The Baird Way, positively impact the lives of their clients or colleagues and are committed to delivering a “wow” factor experience.

Shelly & Jeff were honored as the 2016 Kasten Award winners for Private Wealth Management. Their tireless work 
ethic combined with their upbeat, jovial attitude make them the epitome of the Baird culture.

Branch Support All-Star

Branch Support All-Star

Jordan Jacobs was recognized in 2023 for her implementation of process improvement, while continuing to provide outstanding client service and her willingness to go the extra mile for the client, fellow associates, branch, and the firm. 

Team Certifications

One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.

Series 7

The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.

Life, Health & Variable Insurance

As a Life & Health Agent, you advise clients on what policies best suit their needs, tailor policies to fit their requirements, and help customers when they have questions or file a claim. A Wisconsin variable insurance license authorizes professionals to sell variable life insurance and variable annuities. 

Series 66

The Series 66 exam — the NASAA Uniform Combined State Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA.

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