Kevin Schnell, financial advisor Sedalia MO

Kevin Schnell

CRD Number: 1171829
Current Firm: Schnell Financial Group, LLC

Kevin Schnell (CRD# 1171829) is an Investment Advisor Representative working at Schnell Financial Group, LLC in Sedalia, MO and has over 38 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.

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Professional Designations
Company Name Location Dates Years
Self Employed Sedalia, MO Nov 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Kevin L. Schnell
Phone Number: 660-826-4778
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $756,803
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

KS, MO

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