Jean Schneider (CRD# 1500842) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Galesburg, IL and has over 36 years of experience in the finance industry. Jean Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2414650
Lpl Financial LLC
CRD# 2505445
Thrivent Investment Management Inc.
CRD# 4006061
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Marion, IA | Mar 2003 - Current | 21 |
| Bailey Financial Group, Inc. | Galesburg, IL | Dec 1999 - Current | 24 |
| Insurance Advisers Agency, Inc. | Galesburg, IL | Sep 1989 - Current | 34 |
| Bailey Financial Group, Inc. | Galesburg, IL | May 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- IL
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
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