Colleen Schon
Colleen Schon is a registered investment advisor at Raymond James & Associates, INC., based in Clarkston, MI, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
20 West Washington Street, Suite 1, Clarkston, MI, 48346
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colleen is an owner of East Jordan Whispering Pines LLC and a partner in RARD ENTERPRISES LLC, both requiring minimal time. She is also a board member for Funding the Future and treasurer for The Alexander Foundation, spending about 10-20% of her time on the latter.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations38 states
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