Jon Schuetz is a CFP-designated registered investment advisor, based in Omaha, NE, with 15 years of industry experience.
Location
9839 S 168th St., Ste. 2F, Omaha, NE, 68136
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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
Jon sells fixed insurance, dedicating minimal time to this activity. He also owns Schuetz Properties LLC, Schuetz Financial LLC, and co-owns Soar Wealth Strategies LLC, and subleases office space to Illuminate Insurance Solutions, LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
State Registrations6 states
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