Robert Schneeweis (CRD# 2012770) is an Investment Advisor Representative working at Yes Wealth Management in Mahtomedi, MN and has over 34 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S Capital Wealth Advisors, LLC | Mahtomedi, MN | Jul 2014 - Current | 9 |
| S Capital Management, LLC | Mahtomedi, MN | Nov 2013 - Current | 10 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Jan 2015 | 7 |
| Vsr Financial Services, Inc. | Overland Park, KS | Apr 1996 - Jan 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- MN
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$322,182
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, MN, TX
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