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Investment Management

At St. Therese Financial LLC, we provide investment management rooted in integrity, stewardship, and strategic excellence. Our process combines rigorous financial analysis with conviction-based screening to construct portfolios that reflect each client’s mission and values. We serve individuals and businesses with tailored strategies, ongoing oversight, and a commitment to transparency—ensuring every investment decision honors both fiduciary responsibility and faith-driven purpose.

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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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