Cruse Schuster (CRD# 7610610) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Middleton, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Middleton, WI | Jan 2024 - Current | < 1 |
| Charles Schwab & Co | Middleton, WI | Oct 2022 - Current | 1 |
| Unemployed | Lake Geneva, WI | Sep 2022 - Oct 2022 | < 1 |
| The Boathouse Bar & Grill | Lake Geneva, WI | May 2018 - Sep 2022 | 4 |
| Lake Geneva Area Schools | Lake Geneva, WI | Jan 2021 - May 2022 | 1 |
| Denison University | Granville, OH | Jan 2020 - May 2020 | < 1 |
| Full-time Education | Granville, OH | Sep 2016 - May 2020 | 3 |
| Unemployed | Lake Geneva, WI | Jan 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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