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CFP
KS
CFP

Kathryn Schneider

Private Advisor Group, LLC
27 Years of Experience
Lincoln, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kathryn Schneider is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Lincoln, IL, with 27 years of industry experience. Kathryn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

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

604 N Union St Ste 1, Lincoln, IL, 62656

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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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Other Business ActivitiesSells Insurance

Kathryn is a health insurance agent, dedicating minimal time to this activity. She also provides investment advisory services through Private Advisor Group and works as a personal support worker for the Illinois Department of Human Services, while also owning real estate rental properties.

Employment History
Current Registrations
Private Advisor Group, LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Lincoln Financial Securities CorporationBroker
November 2007 - November 2012 · 5 yrs
Level Four Advisory Services
February 2006 - August 2021 · 15 yrs 6 mos
Securities America Advisors, INC.
January 2005 - February 2006 · 1 yr 1 mo
Securities America, INC.Broker
January 2005 - November 2007 · 2 yrs 10 mos
A. G. Edwards & Sons, INC.
December 2000 - January 2005 · 4 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
November 1998 - January 2005 · 6 yrs 2 mos
State Registrations5 states
FLILINTXVA
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.
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