Schubert & Company, Inc.

Schubert & Company, Inc. (CRD# 114702) is a financial advisory firm headquartered in McKinney, TX. They manage $47,001,929 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $169,682
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
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.

TX

Financial Advisors at Schubert & Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kelley J. Schubert
CRD#: 2411434
5900 South Lake Forest Dr., Suite 280, McKinney, TX 75070
96
Wealthminder
score

Kelley Schubert (CRD# 2411434) is an Investment Advisor Representative working at Schubert & Company, Inc. in McKinney, TX and has over 23 years of experience in the finance industry. Kelley Schubert 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.

2
Kevin A. Nelson
CRD#: 5275778
5900 South Lake Forest Dr., Suite 280, McKinney, TX 75070
90
Wealthminder
score

Kevin Nelson (CRD# 5275778) is an Investment Advisor Representative working at Schubert & Company, Inc. in McKinney, TX and has 1 year of experience in the finance industry. Kevin Nelson 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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