Melanie SchneweisCRD Number: 5288398
Current Firm: Waddell & Reed
Melanie Schneweis (CRD# 5288398) is an Investment Advisor Representative working at Waddell & Reed in Great Bend, KS and has over 10 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Cambridge Investment Research Advisors, Inc.
Private Advisor Group, LLC
|Bazaarvoice||Austin, TX||May 2016 - Current||1|
|Schneweis Reunion||Great Bend, KS||Aug 2014 - Current||3|
|West At Home||Omaha, NE||Feb 2010 - Current||8|
|Various Insurance Carriers For W&r Insurance Agencies||Great Bend, KS||Mar 2009 - Current||9|
|Waddell & Reed, Inc.||Great Bend, KS||Feb 2009 - Current||9|
|Tele Tech At Home||Englewood, CO||Sep 2015 - Feb 2016||< 1|
|Dollar General||Great Bend, KS||May 2014 - Mar 2015||< 1|
|Dollar General||Great Bend, KS||Oct 2012 - Dec 2013||1|
|Ameritrade||Omaha, NE||Jan 2007 - Feb 2009||2|
|Kelly Services||Omaha, NE||Nov 2006 - Jan 2007||< 1|
|Majestic Hotel||Omaha, NE||Oct 2006 - Nov 2006||< 1|
|Holiday Inn Central||Omaha, NE||May 2002 - Oct 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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