Kristina Schnuckel, financial advisor Pewaukee WI
96 score

Kristina Schnuckel

CRD Number: 5579667
Current Firm: Ellenbecker Investment Group

Kristina Schnuckel (CRD# 5579667) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 8 years of experience in the finance industry. Kristina Schnuckel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ellenbecker Investment Group Pewaukee, WI Dec 2014 - Current 2
Sii Investments Inc. Pewaukee, WI Jul 2013 - Current 3
Landaas & Company Milwaukee, WI Oct 2007 - Jun 2013 5
Mitchell's Fish Market Milwaukee, WI Apr 2007 - Oct 2007 < 1
Uw Milwaukee Milwaukee, WI Jan 2006 - May 2007 1
Rangeline Inn Mequon, WI Jul 2006 - Jan 2007 < 1
Pier - Wisconsin Milwaukee, WI Mar 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Kristina E. Schnuckel
Phone Number: 262-691-3200
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    441
    MILLIONS
  • Total Number of Accounts
    2,842
    ACCOUNTS
  • Average Account Value
    $155,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, FL, IL, LA, MN, NE, TN, TX, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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