Schroeder Financial Services, Inc.

Schroeder Financial Services, Inc. (CRD# 145751) is a financial advisory firm headquartered in Sun Lakes, AZ. They manage $3,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AZ

Financial Advisors at Schroeder Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Karl A. Schroeder
CRD#: 1015271
9666 E Riggs Rd #136, Sun Lakes, AZ 85248
93
Wealthminder
score

Karl Schroeder (CRD# 1015271) is an Investment Advisor Representative working at Schroeder Financial Services, Inc. in Sun Lakes, AZ and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.