Dana Schnelle
Dana Schnelle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Blue Springs, MO, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3301 SW Highway 7, Suite A, Blue Springs, MO, 64014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana is an associate/employee at KC Wealth Partners LLC, providing investment advice and support to the branch manager. This activity takes about half of Dana's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Sii Investments, INC.
Sii Investments, INC.Broker
Edward JonesBroker
State Registrations7 states
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