Gabriel Schneiss is a CFP-designated registered investment advisor, based in Mequon, WI, with 9 years of industry experience. Gabriel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
11649 N. Port Washington Rd. #101, Mequon, WI, 53092
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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
Gabriel is an independent insurance agent for various companies since 2016, dedicating nearly full-time hours to this. He is also an advisory representative of a RIA, spending about 10-20% of his time, and president of Schneiss Financial Advisors LLC and Dixie Farms LLC, spending minimal time on each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations3 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
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