Emily SchiltzCRD Number: 7436134
Current Firm: Nicolet Wealth Management
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.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Advisors Management Group Inc.
|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|
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
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.