Brody Schoen
CRD Number: 6060867Current Firm: American Funds Distributors, Inc.
Compensation Model: Fee Only
Brody Schoen (CRD# 6060867) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 3 years of experience in the finance industry. He has completed his Accredited Asset Management Specialist (AAMS) designation, and works with his clients on investment management and retirement planning. Brody enjoys playing golf on the weekends and spending time outdoors with his wife and puppy.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Funds | Carmel, IN | Feb 2019 - Current | 5 |
| American Funds | Carmel, IN | May 2017 - Feb 2019 | 1 |
| Lpl Financial | Greenfield, IN | Aug 2016 - May 2017 | < 1 |
| Cambridge Investment Research Inc. | Carmel, IN | Jul 2016 - Aug 2016 | < 1 |
| Waddell & Reed | Indianapolis, IN | Jun 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Other
CA, IN, TX
Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor.
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