Schenck Investment Solutions LLC

Schenck Investment Solutions LLC (CRD# 112997) is a financial advisory firm headquartered in Appleton, WI. They manage $593,292,401 in 968 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    593
    MILLION
  • Total Number of Accounts
    968
    ACCOUNTS
  • Average Account Value
    $612,905
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX, WI

Financial Advisors at Schenck Investment Solutions LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kevin M. Jaklin
CRD#: 1561122
2200 Riverside Drive, Green Bay, WI 54301
96
Wealthminder
score

Kevin Jaklin (CRD# 1561122) is an Investment Advisor Representative working at Schenck Investment Solutions LLC in Green Bay, WI and has over 26 years of experience in the finance industry.

2
Kathleen A. Lakritz
CRD#: 2004974
200 East Washington Street, Appleton, WI 54911
96
Wealthminder
score

Kathleen Lakritz (CRD# 2004974) is an Investment Advisor Representative working at Schenck Investment Solutions LLC in Appleton, WI and has over 27 years of experience in the finance industry. Kathleen Lakritz 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.

3
Thomas J. Vonck
CRD#: 4445986
200 E. Washington, Appleton, WI 54911
96
Wealthminder
score

Thomas Vonck (CRD# 4445986) is an Investment Advisor Representative working at Schenck Investment Solutions LLC in Appleton, WI and has over 16 years of experience in the finance industry. Thomas Vonck 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.

4
Jeffrey D. Daye
CRD#: 4451301
200 East Washington Street, Appleton, WI 54911
93
Wealthminder
score

Jeffrey Daye (CRD# 4451301) is an Investment Advisor Representative working at Schenck Investment Solutions LLC in Appleton, WI and has over 9 years of experience in the finance industry.

5
Sandra A. Risgaard
CRD#: 3114967
200 East Washington Street, Appleton, WI 54911
91
Wealthminder
score

Sandra Risgaard (CRD# 3114967) is an Investment Advisor Representative working at Schenck Investment Solutions LLC in Appleton, WI and has 1 year of experience in the finance industry. Sandra Risgaard 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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