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About Us

UNCOMPROMIZED MORALS. UNCOMPROMIZING QUALITY.

​At St. Therese Financial LLC, it is our obligation to give our clients our utmost effort and to honor their unique God-given goals and responsibilities.  Through our moral screening process, exhaustive market research, financial strategies, and expert portfolio construction we help our clients work towards their goals while also honoring their moral values.

"Work is fundamental to the dignity of the person. Work, to use an image, 'annoints' with dignity, fills us with dignity, makes us similar to God who has worked and still works, who always acts.×´

- Pope Francis

Meet The Team

Brennen Schmertmann, financial advisor and investor. Owner, CEO, and CCO

Brennen Schmertmann

Owner, CEO, and CCO

Servant of God, husband to a captivating wife, father to five beautiful children and one in heaven, and faith-based investor/advisor. Brennen started St. Therese Financial LLC on the burning desire to align people's investments with their Christian values. Prior to working in finance, Brennen taught algebra II and precalculus at Bettendorf High School. When not running a business, he spends time with his family, reading, and watching Notre Dame football.

(563) 726-1507
Karen Schmertmann, social media and administrative associate for St. Therese Financial

Karen Schmertmann

Social Media and Administrative

Daughter of God, wife,and mother to five beautiful children and one in heaven. Karen assists with the social media campaigns and administrative needs of St. Therese Financial LLC. After earning her MBA, she worked as a buyer and Supply-Chain Analyst at Cobham Mission Systems. When not working the business, Karen homeschools her children and enjoys spending time with family, reading, a great cup of coffee, and watching her husband watch Notre Dame football.

Reach out to us for a complementary financial consultation.

Meetings by appointment only.

Bettendorf, IA 52722

563-726-1507

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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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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.

 

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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.

 

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