Brian Schneider
Brian Schneider is a registered investment advisor at Cetera Investment Advisers LLC, based in Round Lake, IL, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Round Lake, IL
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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 ActivitiesSells Insurance
Brian is an independent insurance agent selling fixed insurance products since 2005, and also owns Schneider Financial Services, Inc., a DBA for selling insurance and securities products since 2009. Both activities consume nearly all of Brian's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American Funds & Trusts IncorporatedBroker
State Registrations8 states
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