Colleen
Schueneman

Equity Services, Inc

CRD#2361751
Investment Advisor
in Troy, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Colleen Schueneman is a financial advisor operating in Troy, Michigan who has 3 years of relevant experience. Schueneman works at Equity Services, Inc. Over the course of their career, Schueneman has held roles at Massmutual Life Insurance Company, Mml Investors Services LLC, Preferred Planning Partners, Equity Services, Inc and National Life Group. Schueneman has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in Michigan. Equity Services, Inc is an advisory business headquartered in Montpelier, VT. The firm has offices in 220 locations and a total of 440 financial advisors. It manages $2 billion in total assets across its 11,317 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 11,317 accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on which service is offered. However, fees billed by Equity Services, Inc likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

755 W Big Beaver Road Suite 2050
Troy, MI 48084

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

MI Average: $4,257,716,217
Total Number of Employees

440

MI Average: 30
Total Number of Accounts

11,317

MI Average: 868
Average Account Size

$164,964

MI Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Colleen Schueneman Work History

Colleen has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

Preferred Planning Partners

2017 - Present (7 years)

Equity Services, Inc

2017 - Present (7 years)

National Life Group

2013 - 2017 (4 years)

Massmutual Life Insurance Company

2013 - 2017 (4 years)

Mml Investors Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Colleen Schueneman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Esi Financial Advisors

Michael Chiarella
Montpelier, VT
Jason Goncz
Westerville, OH
Alana Furlow
Chicago, IL
Eric Gottesman
Lido Beach, NY
Robert Liebman
Fort Lauderdale, FL
Shon Mclain
Colchester, VT
Matthew Keiss
Atlanta, GA
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started