Douglas Schroeder is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas owns Four Nine Properties LLC (rental property) and rental ranch land, dedicating a few hours per week to each. He also owns Four Nine Advisors LLC, a financial planning practice, spending about a quarter of his time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations11 states
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