Schubert & Company, Inc.

Schubert & Company, Inc. (CRD# 114702) is a financial advisory firm headquartered in Mckinney, TX. They manage $403,452,921 in 603 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5900 S. Lake Forest Drive, Suite 280, Mckinney, TX 75070
http://schubertandcompany.com
By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $669,076
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at Schubert & Company, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Kevin Nelson, financial advisor Mckinney TX
Kevin A. Nelson
CRD#: 5275778
5900 South Lake Forest Dr., Suite 280, Mckinney, TX 75070

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.

2
Kelley Schubert, financial advisor Mckinney TX
Kelley J. Schubert
CRD#: 2411434
5900 South Lake Forest Dr., Suite 280, Mckinney, TX 75070

Kelley Schubert (CRD# 2411434) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry.

3
Kathryn Atkins, financial advisor Mckinney TX
Kathryn W. Atkins
CRD#: 2428449
5900 S. Lake Forest Drive, Suite 280, Mckinney, TX 75070

Kathryn Atkins (CRD# 2428449) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry.

4
Cole McClellan, financial advisor Mckinney TX
Cole D. McClellan
CRD#: 6610173
5900 S. Lake Forest Drive, Suite 280, Mckinney, TX 75070

Cole McClellan (CRD# 6610173) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 2 years of experience in the finance industry.

5
Garrett Williams, financial advisor Mckinney TX
Garrett B. Williams
CRD#: 7451119
5900 S. Lake Forest Drive, Suite 280, Mckinney, TX 75070

Garrett Williams (CRD# 7451119) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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