Stanley Schiewe (CRD# 3158528) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 25 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Bedford, TX | Nov 2022 - Current | 1 |
| Avantax Advisory Services | Bedford, TX | Nov 2022 - Current | 1 |
| Roadmap Wealth Management | Bedford, TX | Nov 2022 - Current | 1 |
| Northern Lights Distributors, LLC | Grapevine, TX | Dec 2017 - Nov 2022 | 4 |
| Sierra Investment Management Inc. | Grapevine, TX | Oct 2017 - Nov 2022 | 5 |
| Wright Fund Management, LLC | Santa Monica, CA | Nov 2017 - Apr 2019 | 1 |
| Brighthouse Securities, LLC | Charlotte, NC | Mar 2017 - Oct 2017 | < 1 |
| Metlife Investors Distribution Company | Charlotte, NC | Nov 2016 - Mar 2017 | < 1 |
| Unemployed | Grapevine, TX | Sep 2016 - Oct 2016 | < 1 |
| Transamerica Capital, Inc. | Denver, CO | Apr 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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