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Gerald Schuelke

Ameriprise Financial Services, LLC
42 Years of Experience
Brookfield, WI
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Gerald Schuelke is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 42 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13555 Bishops Ct., Ste. 255, Brookfield, WI, 53005-6223

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2012
Final
Customer Dispute
January 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gerald operates his LPL business under the DBA Freedom Wealth Alliance, LLC since 2019, dedicating minimal time. He is also an IAR for Intrua Financial DBA Freedom Wealth Alliance, dedicating full-time hours to investment advisory services.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2026 - Present · 3 mos
Ameriprise Financial Services, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Intrua Financial
November 2023 - July 2026 · 2 yrs 8 mos
Freedom Wealth Alliance
August 2019 - December 2023 · 4 yrs 4 mos
LPL Financial LLCBroker
July 2019 - August 2026 · 7 yrs 1 mo
Northwestern Mutual Investment Services,llc
June 2012 - August 2019 · 7 yrs 2 mos
Northwestern Mutual Investment Services,llc
March 2002 - June 2012 · 10 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 1992 - August 2019 · 26 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
September 1992 - January 2002 · 9 yrs 4 mos
B. C. Ziegler and CompanyBroker
November 1991 - July 1992 · 8 mos
Kemper Securities Group, INC.Broker
September 1990 - January 1991 · 4 mos
Blunt Ellis & Loewi IncorporatedBroker
April 1987 - September 1990 · 3 yrs 5 mos
Connecticut Mutual Financial Services, INC.Broker
October 1984 - April 1987 · 2 yrs 6 mos
Nml Equity Services, INC.Broker
March 1983 - March 1984 · 1 yr
State Registrations4 states
FLGAILWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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