Nicholas Schneider, financial advisor Wauwatosa WI

Nicholas Schneider

CRD Number: 5951113
Current Firm: Anew Advisors, LLC

Nicholas Schneider (CRD# 5951113) is an Investment Advisor Representative working at Anew Advisors, LLC in Wauwatosa, WI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Anew Advisors, LLC Wauwatosa, WI Oct 2021 - Current 2
Independent Financial Group, LLC Milwaukee, WI Feb 2018 - Oct 2021 3
Td Ameritrade, Inc. Mequon, WI Feb 2018 - Feb 2018 < 1
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Feb 2018 < 1
Scottrade, Inc. Brookfield, WI Nov 2016 - Feb 2018 1
Nicolet Wealth Management, LLC Green Bay, WI Aug 2016 - Oct 2016 < 1
Sii Investments, Inc. Green Bay, WI May 2016 - Oct 2016 < 1
Nicolet National Bank Green Bay, WI Apr 2014 - Oct 2016 2
Invest Financial Corporation Green Bay, WI Apr 2014 - May 2016 2
Nicolet National Bank Green Bay, WI Mar 2013 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Nicholas J. Schneider
Phone Number: 414-704-2875
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $454,955
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

NE, WI

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