Thomas Schneider, financial advisor Sioux City IA
93 score

Thomas Schneider

CRD Number: 1262855
Current Firm: Voya Financial Advisors, Inc.

Thomas Schneider (CRD# 1262855) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Sioux City, IA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. Shorewood, MN Jan 2016 - Current < 1
Schneider Consultants Shorewood, MN May 2006 - Current 10
Gradient Securities, LLC Arden Hills, MN Jul 2014 - Dec 2015 1
Clearpath Financial Group, LLC Shorewood, MN Apr 2013 - Sep 2015 2
Gradient Advisors, LLC Arden Hills, MN Jul 2014 - Apr 2015 < 1
Bear Mountain Coffee Company, Inc. Shorewood, MN Sep 2003 - Apr 2015 11
Midwest Coffee Company Shorewood, MN Sep 2003 - Apr 2015 11
Cfd Investments, Inc. Kokomo, IN Dec 2010 - Jul 2014 3
Creative Financial Designs, Inc. Kokomo, IN Dec 2010 - Jul 2014 3
Integrated Emp Benefits Shorewood, MN Jan 2003 - Dec 2012 9
Askar Corp. Bloomington, MN Mar 2007 - Dec 2010 3
Walnut Street Securities Minneapolis, MN Jul 2003 - May 2007 3
Citi Logistics Shorewood, MN Jun 2002 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Thomas E. Schneider
Phone Number: 1-800-356-2906
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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