Vicki Rollenhagen-Schultz, financial advisor Norton Shores MI
93 score

Vicki Rollenhagen-Schultz

CRD Number: 3077166
Current Firm: Wells Fargo Advisors Financial Network, LLC

Vicki Rollenhagen-Schultz (CRD# 3077166) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Norton Shores, MI and has over 18 years of experience in the finance industry.

Similar Advisors
Eric Lans, financial advisor Norton Shores MI
Eric M. Lans
CRD# 4511105
First Financial Advisors Inc.
Score
103
Similar Advisors
Bradley Maclachlan, financial advisor Norton Shores MI
Bradley R. Maclachlan
CRD# 5902736
Robert W. Baird & Company Incorporated
Score
101
Similar Advisors
Daniel Lauraine, CRPC, financial advisor Norton Shores MI
Daniel J. Lauraine, CRPC
CRD# 2894516
Waddell & Reed
Score
98
Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Muskegon, MI May 2009 - Current 7
Wachovia Securities Financial Network, LLC Muskegon, MI Apr 2004 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Vicki J. Rollenhagen-Schultz
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.