Alisha SchulzCRD 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 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Jannsen Wealth Management, Inc.||Waukesha, WI||Sep 2015 - Current||1|
|1st Global Capital Corp||Waukesha, WI||Feb 2014 - Current||3|
|1st Global Advisors, Inc.||Waukesha, WI||Feb 2014 - Current||3|
|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|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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