Maureen SchielCRD Number: 5294066
Current Firm: Ehlers Investment Partners, LLC
Maureen Schiel (CRD# 5294066) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Waukesha, WI and has over 9 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Ehlers Investment Partners||Brookfield, WI||Nov 2012 - Current||4|
|Wells Fargo Advisors LLC||Menomonee Falls, WI||Nov 2010 - Nov 2012||2|
|Wells Fargo Funds Distributor LLC||Menomonee Falls, WI||Feb 2007 - Nov 2010||3|
|Unemployed||Milwaukee, WI||Dec 2006 - Feb 2007||< 1|
|Panera Bread Company||West Des Moines, IA||Dec 2006 - Dec 2006||< 1|
|Unemployed||Des Moines, IA||Sep 2006 - Nov 2006||< 1|
|Marquette Office Of Undergraduate Admissions||Milwaukee, WI||Jul 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management516MILLIONS
Total Number of Accounts84ACCOUNTS
Average Account Value$6,143,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MN, WI