John Schutzius (CRD# 6908730) is an Investment Advisor Representative working at Foster Group, Inc. in Omaha, NE and has over 6 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foster Group, Inc. | Omaha, NE | Jan 2023 - Current | 1 |
| Innovest Portfolio Solutions | Denver, CO | Feb 2021 - Dec 2022 | 1 |
| Augustine Institute | Greenwood Village, CO | Jan 2019 - Dec 2020 | 1 |
| Augustine Institute | Greenwood Village, CO | Feb 2019 - Apr 2019 | < 1 |
| University Of Denver | Denver, CO | Sep 2018 - Dec 2018 | < 1 |
| Knights Of Columbus Insurance | Denver, CO | Jul 2018 - Sep 2018 | < 1 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Jan 2018 - Jul 2018 | < 1 |
| Metropolitan State University Of Denver | Denver, CO | Aug 2016 - Dec 2017 | 1 |
| Graebel Companies, Inc. | Aurora, CO | May 2017 - Aug 2017 | < 1 |
| Discount Tires | Denver, CO | Jun 2016 - Oct 2016 | < 1 |
| Unemployed | Denver, CO | Mar 2016 - May 2016 | < 1 |
| Colorado State University | Ft. Collins, CO | Jan 2014 - Feb 2016 | 2 |
| Safeway | Denver, CO | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2018 |
- IA
- NE
-
Total Assets Under Management3,239MILLIONS
-
Total Number of Accounts4,626ACCOUNTS
-
Average Account Value$700,068
- 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
AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, NV, OH, OK, SD, TN, TX, UT, VA, WA, WI
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