Andrew Schroeder (CRD# 6590512) is an Investment Advisor Representative working at Safeguard Wealth Management in Minocqua, WI and has 1 year of experience in the finance industry.
CRD# 2272376
Commonwealth Financial Network
CRD# 3222759
Rbc Capital Markets, LLC
CRD# 6241348
Associated Investment Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safeguard Wealth Management | Green Bay, WI | Feb 2022 - Current | 2 |
| Associated Trust | Green Bay, WI | Feb 2020 - Feb 2022 | 2 |
| Associated Trust | Green Bay, WI | Oct 2018 - Feb 2020 | 1 |
| Associated Bank | Green Bay, WI | Jun 2017 - Oct 2018 | 1 |
| Associated Bank | Green Bay, WI | Jan 2017 - Jun 2017 | < 1 |
| University Of Wisconsin - La Crosse | La Crosse, WI | Jul 2013 - Dec 2016 | 3 |
- FL
- MI
- TX
- WI
-
Total Assets Under Management339MILLIONS
-
Total Number of Accounts906ACCOUNTS
-
Average Account Value$373,655
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, IN, LA, MA, MI, MO, NC, NJ, OH, PA, TX, VA, WI
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