Thomas Schneider, financial advisor Shorewood MN
93 score

Thomas Schneider

CRD Number: 1262855
Current Firm: Ssn Advisory, Inc.

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.

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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
Contact Info for Thomas E. Schneider
Phone Number: 800-264-5499
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,679
    MILLIONS
  • Total Number of Accounts
    12,550
    ACCOUNTS
  • Average Account Value
    $213,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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