Nicholas Schubert, financial advisor Beaver Dam WI
88 score

Nicholas Schubert

CRD Number: 6351283
Current Firm: Edward Jones

Nicholas Schubert (CRD# 6351283) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 2 years of experience in the finance industry.

Similar Advisors
Timothy Bressers, financial advisor Beaver Dam WI
Timothy J. Bressers
CRD# 1794619
Stifel, Nicolaus & Company, Incorporated
Score
96
Similar Advisors
Andrew Coopman, financial advisor Beaver Dam WI
Andrew D. Coopman
CRD# 4422540
Edward Jones
Score
96
Similar Advisors
Warren Demmon, financial advisor Beaver Dam WI
Warren L. Demmon
CRD# 1230455
Bmo Harris Financial Advisors, Inc.
Score
96
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 2
Direct Buy Appleton, WI Dec 2013 - Jun 2014 < 1
Lawrence University Appleton, WI Sep 2010 - Jun 2014 3
Self-employed Appleton, WI Sep 2011 - Dec 2013 2
Dodge County District Attorney Juneau, WI Jun 2012 - Aug 2013 1
Lawrence University Athletic Department Appleton, WI Oct 2010 - Jun 2013 2
Benvenutos Italian Grill Beaver Dam, WI Jun 2009 - Dec 2011 2
Slumberland And Sears Beaver Dam, WI Jun 2010 - Aug 2010 < 1
Wayland Academy Beaver Dam, WI Jul 2005 - Jun 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Nicholas D. Schubert
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Nicholas Schubert and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.