Alisha Schulz, financial advisor Waukesha WI
89 score

Alisha Schulz

CRD Number: 6113164
Current Firm: 1st Global Advisors Inc.

Alisha Schulz (CRD# 6113164) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Waukesha, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jannsen Wealth Management, Inc. Waukesha, WI Sep 2015 - Current 1
1st Global Capital Corp Waukesha, WI Feb 2014 - Current 2
1st Global Advisors, Inc. Waukesha, WI Feb 2014 - Current 2
Jannsen + Company, Sc Waukesha, WI Aug 2012 - Sep 2015 3
Associated Bank, Na Pewaukee, WI Jan 2009 - Aug 2012 3
Guaranty Bank Waukesha, WI Jun 2008 - Jan 2009 < 1
Uw-milwaukee Milwaukee, WI Sep 2003 - Dec 2008 5
Albin Construction Inc. Wind Lake, WI Jun 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Alisha M. Schulz
Phone Number: 214-294-5000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
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
89
Clean Record
This advisor has a clean track record with regulators.

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