Carrie Schilz is a registered investment advisor at Wells Fargo Advisors, based in Sturgeon Bay, WI, with 18 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
1408 Green Bay Road, [Satellite], Sturgeon Bay, WI, 54235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carrie is a notary public in Wisconsin, spending minimal time on this activity. Carrie also has 30% ownership in CCPK Investment Consulting LLC, dedicating nearly full-time hours to this investment-related practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations11 states
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