Kelsey Fatzinger-Schnurr
Kelsey Fatzinger-Schnurr is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Madison, WI, with 8 years of industry experience. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
1241 John Q Hammons Dr, Suite 100, Madison, WI, 53717
Get directionsHistory
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 Activities
The provided text only states "Wealth Enhancement Group DBA" which doesn't provide any information about Kelsey's outside business activities. Therefore, no summary can be generated and it is unknown if Kelsey sells insurance.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Sva Wealth Management, LLC
State Registrations1 state
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
- Brian Reamer, CFPWealth Enhancement Advisory Services, LLC
- Lisa Fishler, CFPWealth Enhancement Advisory Services, LLC
- Daniel Gibson, CFPWealth Enhancement Advisory Services, LLC
- Brett Christensen, CFPWealth Enhancement Advisory Services, LLC
- Kyle Hyland, CFPWealth Enhancement Advisory Services, LLC
- Colleen Johnson, CFPWealth Enhancement Advisory Services, LLC