Thomas Schneider (CRD# 1262855) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Shorewood, MN and has over 21 years of experience in the finance industry.
CRD# 2665369
Brown Wealth Management, LLC
Score
103
CRD# 5082883
Phillip James Financial Company
Score
103
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ssn Advisory, Inc. | Shorewood, MN | Oct 2017 - Current | < 1 |
| Securities Service Network, Inc. | Shorewood, MN | Oct 2017 - Current | < 1 |
| Schneider Consultants | Shorewood, MN | May 2006 - Current | 11 |
| Voya Financial Advisors, Inc. | Shorewood, MN | Jan 2016 - Oct 2017 | 1 |
| Gradient Securities, LLC | Arden Hills, MN | Jul 2014 - Dec 2015 | 1 |
| Clearpath Financial Group, LLC | Shorewood, MN | Apr 2013 - Sep 2015 | 2 |
| Gradient Advisors, LLC | Arden Hills, MN | Jul 2014 - Apr 2015 | < 1 |
| Bear Mountain Coffee Company, Inc. | Shorewood, MN | Sep 2003 - Apr 2015 | 11 |
| Midwest Coffee Company | Shorewood, MN | Sep 2003 - Apr 2015 | 11 |
| Cfd Investments, Inc. | Kokomo, IN | Dec 2010 - Jul 2014 | 3 |
| Creative Financial Designs, Inc. | Kokomo, IN | Dec 2010 - Jul 2014 | 3 |
| Integrated Emp Benefits | Shorewood, MN | Jan 2003 - Dec 2012 | 9 |
| Askar Corp. | Bloomington, MN | Mar 2007 - Dec 2010 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- MN
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Total Assets Under Management2,679MILLIONS
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Total Number of Accounts12,550ACCOUNTS
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Average Account Value$213,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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