Kevin Schnell (CRD# 1171829) is an Investment Advisor Representative working at Schnell Financial Group, LLC in Sedalia, MO and has over 40 years of experience in the finance industry. Kevin Schnell 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.
CRD# 4899359
Thrivent Investment Management Inc.
CRD# 7033166
Edward Jones
CRD# 4173884
Propartners Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Sedalia, MO | Nov 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- KS
- MO
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts254ACCOUNTS
-
Average Account Value$228,949
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
KS, MO
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