Robert Schmocker (CRD# 4270261) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mauston, WI and has over 23 years of experience in the finance industry.
CRD# 5078644
Ameriprise Financial Services, LLC
CRD# 4925099
Edward Jones
CRD# 5771498
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group Inc. | Mauston, WI | Oct 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2000 |
- TX
- WI
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- 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
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, VI, VT, WA, WI, WV, WY
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