Emily Schiltz (CRD# 7436134) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Green Bay, WI | Apr 2022 - Current | 1 |
| Nicolet Wealth Management | Green Bay, WI | Apr 2022 - Current | 1 |
| Nicolet Wealth Management | Green Bay, WI | Aug 2021 - Mar 2022 | < 1 |
| Scripps Media/nbc26 | Green Bay, WI | Jul 2020 - Aug 2021 | 1 |
| The Nines | Green Bay, WI | Nov 2019 - Jul 2021 | 1 |
| The Black Sheep Pub & Grill | Green Bay, WI | May 2019 - Jun 2021 | 2 |
| St. Norbert College | Depere, WI | Aug 2016 - May 2020 | 3 |
| St. Norbert College Alumni House | De Pere, WI | Sep 2018 - Mar 2020 | 1 |
| Krueger International | Green Bay, WI | Sep 2019 - Dec 2019 | < 1 |
| Associated Bank Corp. | Green Bay, WI | May 2018 - Aug 2018 | < 1 |
| Krueger International | Green Bay, WI | Jun 2016 - Aug 2017 | 1 |
| Luxenburg-casco School District | Luxemburg, WI | Jan 2011 - Jun 2016 | 5 |
| Krueger International | Green Bay, WI | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- MI
- WI
-
Total Assets Under Management2,931MILLIONS
-
Total Number of Accounts10,191ACCOUNTS
-
Average Account Value$287,593
- 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)
AZ, CA, FL, IA, IL, IN, LA, MI, MN, NH, NV, OK, TN, TX, WA, WI
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