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St. Therese Financial Logo

Investing for Eternity

Uncompromised Financial Strategies

for Uncompromising Ethics

Because you don't have to sacrifice your values to build your future
Image by Jason Dent

Welcome!

Located in Bettendorf, Iowa, St. Therese Financial LLC is an independent investment advisory firm that empowers individuals and business owners to invest with purpose, clarity, and conviction. Our mission is to help clients honor God with their resources -- building wealth that serves them, their families, and communities.​

Financial Advising with Conviction, Not Compromise

At St. Therese Financial LLC, we’re proud to do things differently.

Founded with the unflinching belief that you don’t have to sacrifice personal morals for financial goals, St. Therese Financial LLC works tirelessly to strategically support our clients’ financial needs while not compromising their moral values. 

Backed by exhaustive market and investment research and a meticulously crafted ethical screening protocol, St. Therese Financial LLC is proud to offer financial strategies for the faith-driven investor.

Whether it be individual stocks and bonds or a diversified portfolio of funds, we strategically craft individually structured portfolios engineered to help our clients work towards their financial goals.

Church Building

Our Services

Investment
Management

We craft portfolios that align with our clients' financial goals, risk tolerance, and Christian values. All investments are vetted financially and morally to determine suitability for a client's portfolio. 

Financial Planning

Financial planning services are offered complimentary in accordance with our ADV 2A for our clients that have us manage their investments. Budget analysis, retirement planning, and cash flow analysis are some, but not all of the services provided in financial planning

Ethical Screening

Our custom-engineered strategic mixture of third-party screeners, first party resources, and independent research creates a moral screening process designed to help clients align their investments with their Christian values.

Research

All market and investment research is done in-house by Brennen Schmertmann. A resource library is available containing newsletters, videos, market research, client portal login and documents, and links to helpful resources.

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Reach out to us for a complementary financial consultation.

Meetings by appointment only.

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Bettendorf, IA 52722

563-726-1507

bschmertmann@stffinancial.net

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St. Therese Financial Trademark Logo. Financial advisor experts in faith-based investing.

563-726-1507
bschmertmann@stffinancial.net

Bettendorf, Iowa   52722

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Privacy Policy

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

 

Opinions expressed herein are solely those of St. Therese Financial LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by St. Therese Financial LLC an Investment Advisor in the States of Iowa and Illinois. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered by Brennen Schmertmann, independent agent.

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The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Iowa and Illinois or where otherwise legally permitted.

 

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

 

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

 

The inclusion of any link is not an endorsement of any products or services by St. Therese Financial LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither St. Therese Financial LLC, nor any agency, officer, or employee of the St. Therese Financial warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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