Paul Schuelke
Paul Schuelke is a registered investment advisor at Ameriprise Financial Services, LLC, based in Menomonee Falls, WI, with 8 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
Menomonee Falls, WI
Get directionsHistory
Regulatory History (2)
Regulatory
May 2016Regulatory
February 2014Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Intrua Financial
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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
More Advisors
- Robert Mathers, PFSValmark Advisers, INC.
- Steven Romagna, CFPWells Fargo Advisors
- Daniel Brown, CFARichardson Capital Management, LLC
- Nathan Corroy, CFPRichardson Capital Management, LLC
- Marc Dion, CFAMorgan Dempsey Capital Management LLC
- Rosalie Mathers, CFP, ChFCValmark Advisers, INC.