Tara Schnaus (CRD# 7194100) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jasper, IN and has over 3 years of experience in the finance industry.
CRD# 6546058
Cambridge Investment Research Advisors, Inc.
CRD# 5306791
Edward Jones
CRD# 4240989
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a | Indianapolis, IN | Dec 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis, IN | Oct 2019 - Current | 4 |
| German American Bank | Jasper, IN | Nov 2018 - Oct 2019 | < 1 |
| Aflac | Jasper, IN | Feb 2009 - Oct 2019 | 10 |
| Kimball Hospitality | Jasper, IN | Oct 2017 - Nov 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- IN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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