Edward Schulenberg, financial advisor Seward NE
93 score

Edward Schulenberg

CRD Number: 3050514
Current Firm: Cetera Investment Advisers LLC

Edward Schulenberg (CRD# 3050514) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Seward, NE and has over 18 years of experience in the finance industry.

Similar Advisors
Dustin Addison, financial advisor Seward NE
Dustin J. Addison
CRD# 4667524
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Daniel Anderson, financial advisor Seward NE
Daniel L. Anderson
CRD# 1430537
Pittenger & Anderson Inc.
Score
96
Similar Advisors
Jack Becwar, financial advisor Seward NE
Jack A. Becwar
CRD# 1387365
Securities America Advisors, Inc.
Score
96
Company Name Location Dates Years
Cetera Investment Advisers LLC Seward, NE Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Jun 2007 - Current 9
The Cattle National Bank Seward, NE Jul 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Edward S. Schulenberg
Phone Number: 888-528-2987
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Edward Schulenberg and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.