Raymond
Schickling

Cherry Street Partners

CRD#1884118
Investment Advisor
in Denver, CO
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About this Advisor

Raymond Schickling is a financial advisor located in Denver, Colorado. Currently a registered investment advisor at Cherry Street Partners, Schickling has 14 years of practice in the financial advisory industry. Schickling has a Series 63 license, certifying them as a securities broker. Schickling is able to operate in Colorado. During their career, the advisor has held roles at Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, The Wright Group Services, Financial Telesis Inc, Comprehensive Asset Management & Servicing, Inc, Retired and Cherry Street Partners. Cherry Street Partners is headquartered in Denver, Colorado. As a company, Cherry Street Partners manages $450 million in assets dispersed across 1,649 accounts and employs seven staff members. The firm's total assets under management places it among the larger financial advisory firms in the country. The firm manages 1,604 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Cherry Street Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

425 S Cherry St Ste 900
Denver, CO 80246

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Cherry Street Partners Brokerage Details

Total Assets Under Management

$258,000,000

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

860

CO Average: 1,101
Average Account Size

$300,000

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Raymond Schickling Work History

Raymond has 14 years of experience.

2014 - Present (5 years)

Comprehensive Asset Management & Servicing, Inc

2014 - Present (5 years)

Cherry Street Partners

2012 - 2014 (2 years)

Retired

2011 - 2012 (1 year)

The Wright Group Services

2011 - 2012 (1 year)

Financial Telesis Inc

2005 - 2011 (6 years)

Stancorp Equities, Inc

2004 - 2011 (7 years)

Stancorp Investment Advisers, Inc

Disclosures

Raymond Schickling has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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