Brandee Schuelke is a CFP-designated registered investment advisor, based in Caldwell, ID, with 27 years of industry experience. Brandee is also registered as a broker, so some compensation may come from commissions on products sold.
Location
708 Main St, Suite 202, Caldwell, ID, 83605
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.
May 2022 - Present · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs 5 mos
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
The Helmstar Group, LLC
November 2020 - August 2021 · 9 mos
Mcmillen & Company Capital Management
January 2007 - October 2020 · 13 yrs 9 mos
The Caprock Group, INC.
February 2003 - July 2006 · 3 yrs 5 mos
U.S. Bancorp Piper Jaffray INC.
May 2002 - January 2003 · 8 mos
U.S. Bancorp Piper Jaffray INC.Broker
March 2000 - January 2003 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - March 2000 · 2 yrs
State Registrations1 state
ID
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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