Equity Services, Inc

Investment Advisor
in Troy, MI

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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

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Equity Services, Inc Brokerage Details

Total Assets Under Management


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


MI Average: 30
Total Number of Accounts


MI Average: 868
Average Account Size


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.


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.

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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

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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.

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