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Paula Schnoebelen

28 Years of Experience
Springfield, MO
Broker

Paula Schnoebelen is a registered investment advisor at Missionsquare Retirement, based in Springfield, MO, with 28 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Springfield, MO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Missionsquare Retirement
July 2023 - Present · 2 yrs 9 mos
Missionsquare Wealth ManagementBroker
July 2023 - Present · 2 yrs 9 mos
Missionsquare Wealth Management
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
June 2022 - July 2023 · 1 yr 1 mo
Ameriprise Financial Services, LLC
June 2022 - July 2023 · 1 yr 1 mo
Missionsquare Retirement
April 2016 - May 2022 · 6 yrs 1 mo
Missionsquare Investment ServicesBroker
May 2007 - May 2022 · 15 yrs
Icma-Rc Services, LLCBroker
March 1998 - August 2004 · 6 yrs 5 mos
ICMA - Rc Services, INC.Broker
February 1994 - December 1996 · 2 yrs 10 mos
State Registrations23 states
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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.