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AS
CFP
AS
CFP

Andrew Schoenike

Wells Fargo Advisors
18 Years of Experience
Roseville, CA
1 DisclosureBroker
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Andrew Schoenike is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Roseville, CA, with 18 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1512 Eureka Rd Ste 300, [Kc-Rbo], Roseville, CA, 95661

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History

Regulatory History (1)
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Criminal
February 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
April 2015 - Present · 11 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - April 2015 · 2 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2015 · 2 yrs 6 mos
Chase Investment Services CORP.
June 2010 - October 2012 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
April 2008 - October 2012 · 4 yrs 6 mos
State Registrations12 states
AZCACOFLIDMDNVORTNTXWAWY
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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