AS
AS

Amanda Schneider

7 Years of Experience
West Union, IA
Broker

Amanda Schneider is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Union, IA, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

105 E Main Street, Suite 1, West Union, IA, 52175

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amanda is the owner of Foundations Wealth Partners, a DBA for their RJFS ICD branch, dedicating about half of her time to it. She also owns Schneider Financial LLC for tax reporting purposes, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2018 - Present · 7 yrs 6 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.