Nicholas SchneiderCRD Number: 5516952
Current Firm: Advice And Planning Services
Nicholas Schneider (CRD# 5516952) is an Investment Advisor Representative working at Advice And Planning Services in Omaha, NE and has over 8 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Tiaa||Omaha, NE||Nov 2016 - Current||1|
|Tiaa-cref Individual & Institutional Services, LLC||Omaha, NE||Nov 2016 - Current||1|
|Physicians Investment Advisors LLC||Omaha, NE||Apr 2015 - Nov 2016||1|
|Physician Advisors, LLC||Omaha, NE||Jan 2009 - Nov 2016||7|
|Lion Street Financial LLC||Omaha, NE||Mar 2015 - Jun 2016||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2009 - Mar 2015||6|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Apr 2008 - Mar 2015||6|
|Bakers Supermarket - Dillon Stores Division||Omaha, NE||Aug 2002 - Sep 2009||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Nov 2009|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, 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