Jean Schneider
Jean Schneider is a CFP-designated registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Galesburg, IL, with 39 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
311 East Main Street, Suite 517, Galesburg, IL, 61401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jean is the president of Bailey Financial Group, a DBA for securities, since 1989. She is also president of Insurance Advisors Agency, where she sells insurance products, dedicating minimal time to this. Finally, she spends nearly full-time on marketing and sales of securities products for Bailey Financial Group, Inc., another DBA for securities sales.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Continental Capital Investment Services
Continental Capital Investment Services, INC.Broker
Ifg Network Securities, INC.Broker
Derand/pennington/bass, INC.Broker
Pennington/bass Equities, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations9 states
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.