Scott Wisnewski, financial advisor Milwaukee WI
93 score

Scott Wisnewski

CRD Number: 5367643
Current Firm: Charles Schwab & Company, Inc.

Scott Wisnewski (CRD# 5367643) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milwaukee, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Milwaukee, WI Apr 2015 - Current 1
Charles Schwab Bank Milwaukee, WI Apr 2015 - Current 1
Jp Morgan Chase Bank, Na Milwaukee, WI May 2013 - Apr 2015 1
J.p. Morgan Securities LLC Milwaukee, WI May 2013 - Apr 2015 1
J.p. Morgan Securities LLC Milwaukee, WI Oct 2012 - May 2013 < 1
Chase Investment Services Corp Milwaukee, WI Jun 2011 - Oct 2012 1
Jp Morgan Chase Bank, Na Waukesha, WI Jun 2007 - May 2011 3
Chase Investment Services Corp Waukesha, WI Jun 2007 - May 2011 3
Menard, Inc. Eau Claire, WI Aug 1995 - Jun 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Scott L. Wisnewski
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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