Who We Are

Company Overview

 

At Scheideman Financial Strategies we offer an extensive range of financial services helping families and small business owners crystallize and achieve their personal and business goals.

By treating each client with the care and concern as we would our own family we believe you will feel confident that we have your best interests in mind. Our personal approach will help you know that we are with you during each step of the process.

Meet Our Team

 

headshot of Brad Scheideman

Brad Scheideman, ChFC®, CLU®, LUTCF®, MS

Founder

For over 20 years, Brad Scheideman ChFC®, CLU®, LUTCF®, MS has been an advisor in the financial services field. Brad strives to provide personal service in a professional manner. By keeping current with economic trends and practices, Brad helps clients crystallize where they are today and where they are going. Professionally, Brad has been a consistent MDRT qualifier and a member of the National Association of Insurance and Financial Advisors (NAIFA) throughout his career.

When Brad isn’t helping his clients, he enjoys serving his church, staying fit through personal training and sports, and enjoying time with his family.

headshot of Jill Peterson

Jill Peterson

Client Services Professional

Jill Peterson is a Client Services Professional for Scheideman Financial Strategies. She earned her Bachelor’s degree from the University of Northern Iowa. Jill works with Brad to provide excellent customer care for all clients. She has been a collegiate volleyball coach and library director before joining the SFS team.

Jill lives in Sheffield with her husband, Mark. Outside of work, she enjoys serving at her local church, following anything volleyball, and spending any remaining time with her two daughters and two grandbabies.

Strategic Alliances

 

Effective financial strategies often requires a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

Eagle Strategies LLC Logo

Through Eagle Strategies, Brad Scheideman provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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The Advanced Planning Group Logo

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Brad Scheideman can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

New York Life Logo

Brad Scheideman and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)

New York Life Logo

NYL Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYL Investments to have a unique advantage and therefore allows Scheideman Financial Strategies to offer the best investment knowledge to their clients.