Jeffrey Scheithe, financial advisor Warrenville IL
96 score

Jeffrey Scheithe

CRD Number: 1356047
Current Firm: Woodbury Financial Services, Inc.

Jeffrey Scheithe (CRD# 1356047) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Warrenville, IL and has over 29 years of experience in the finance industry. Jeffrey Scheithe 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
Woodbury Financial Services, Inc. Warrenville, IL Nov 2010 - Current 6
Scheithe & Associates, Inc. Wheaton, IL Jan 1980 - Current 36
Brewer Financial Services, LLC Chicago, IL Aug 2009 - Nov 2010 1
Brewer Investment Advisors, LLC Chicago, IL Aug 2009 - Nov 2010 1
Waterstone Financial Group, Inc. Warrenville, IL Apr 2006 - Aug 2009 3
Waterstone Financial Group Itasca, IL Oct 2002 - Apr 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Jeffrey S. Scheithe
Phone Number: 800-800-2638
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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