Natalie Hadley
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February 18, 2014 | Press Releases
Arbor Point Advisors Expands Recruiting Team
LA VISTA, Neb. – Feb. 18, 2014 – Arbor Point Advisors LLC, an SEC registered investment advisory firm, is pleased to announce the addition of Jeffrey Schmaltz as a regional sales director based in Fort Worth, Texas.Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), and NorthStar Financial Services Group, LLC formed Arbor Point as a joint venture. Arbor Point’s fully integrated platform allows hybrid advisory firms to better serve fee-based clients directly with major custodians such as TD Ameritrade, Schwab and Fidelity Institutional, while retaining the ability to seamlessly service their commission-based accounts.
With more than 28 years of experience in the financial services industry, Schmaltz brings to Arbor Point Advisors a deep understanding of the independent advisor landscape and extensive experience working with investment advisors, family offices and high net worth clients.
“We are proud to welcome Jeff to the Arbor Point team,” said Curtis Reed, president of Arbor Point Advisors. “When hiring a business development professional, we strive to find someone who already understands the complexities associated with the independent advisory model. Jeff’s years of experience working with large complex advisory firms, and being an advisor himself, make him the perfect addition to our team. His leadership and insight into the ever-changing investment advisory landscape has helped hundreds of firms grow, compete and succeed.”
Schmaltz began in the industry in 1986 as a Fidelity Investments representative out of Dallas, Texas, before moving to Bear Stearns in 1989. He returned to Fidelity Investments in 1995 and in January 2001 moved to the Institutional Division of Fidelity, where he was responsible for developing new business relationships with advisors in transition, RIAs, family offices, broker-dealers, financial planners and consulting firms.
Schmaltz graduated from the University of Northern Iowa with a bachelor’s degree in financial management. He holds the Series 4, 6, 7, 8, 63 and 65 securities licenses. Schmaltz is active in several charitable organizations in North Texas and is a member of the Texas State Guard.
About Arbor Point Advisors
Arbor Point is an SEC registered investment advisory firm headquartered in La Vista, Neb. Arbor Point’s mission is to provide an all-inclusive advisory platform with world-class technology, compliance and business growth support, giving advisors the resources and support necessary to lead a client-centric practice.
Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.