Alyssa SchultzCRD Number: 5517510
Current Firm: Msi Financial Services, Inc.
Alyssa Schultz (CRD# 5517510) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Milwaukee, WI and has over 9 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Metlife Securities Inc.||Brookfield, WI||Jan 2015 - Current||2|
|New England Securities||Brookfield, WI||Jan 2014 - Current||3|
|Jim Zdroik Financial Services||Pewaukee, WI||Jun 2008 - Dec 2013||5|
|Ameriprise Financial Services Inc.||Brookfield, WI||Apr 2008 - Jul 2008||< 1|
|The Hennes Family||Hubertus, WI||Oct 2006 - May 2008||1|
|New England Financial||Brookfield, WI||Nov 2007 - Mar 2008||< 1|
|The Mullett Family||Hartland, WI||Apr 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV