Jennifer Schenkelberg is a CFA-designated registered investment advisor at Schenkelberg Investments, LLC, based in Omaha, NE, with 20 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 96 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 0.00% |
| $10K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
These fees apply to the Opportunistic Diversified Strategy and Opportunistic Diversified Income Strategy. The Opportunistic Diversified Tax Aware Strategy has a different fee schedule: 1.25% on the first $1,000,000, 1.10% on amounts between $1,000,001 and $5,000,000, and 1.00% on amounts above $5,000,001. Fees are negotiable.
Fee Estimator
Location
Omaha, NE
Get directionsHistory
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 Activities
Jennifer maintains rental properties, owning and operating a small number of them. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Schenkelberg Investments, LLC
Previous Registrations
Cls Investments, LLC
State Registrations3 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.