Jacqueline Schneider (CRD# 5279285) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 17 years of experience in the finance industry. Jacqueline Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mccarthy Grittinger Financial Group, LLC | Milwaukee, WI | Sep 2014 - Current | 9 |
| Mccarthy Grittinger Financial Group, LLC | Milwaukee, WI | Jan 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- WI
-
Total Assets Under Management390MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$494,691
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IL, MN, NH, WI
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