Herbert
Scheffler

Royal Alliance Associates, Inc

CRD#2598646
Investment Advisor
in Stevensville, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Herbert Scheffler is a financial advisor working out of Stevensville, Michigan, who has been in the financial industry for 10 years. Scheffler is on the advisory team at Royal Alliance Associates, Inc. The advisor has gained experience at Oppenheimer & Co. Inc, Lpl Financial, LLC and Michigan Financial. Scheffler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Royal Alliance Associates, Inc is a business that has its headquarters in Stevensville, Michigan. The company has offices in 905 locations and a total of 3,849 employees. It administers $28 billion in assets under management between its 112,286 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 134 charitable organizations. Of its 112,286 accounts, 18% belong to high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by Royal Alliance Associates, Inc most likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

5718 St Joseph Avenue
Stevensville, MI 49127

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.

Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

MI Average: $10,121,009,343
Total Number of Employees

3,849

MI Average: 92
Total Number of Accounts

112,286

MI Average: 6,978
Average Account Size

$251,584

MI Average: $1,450,417

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

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

Investment Advisory Services

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

Herbert Scheffler Work History

Herbert has 10 years of experience.

2020 - Present (2 years)

Michigan Financial

2014 - 2020 (6 years)

Lpl Financial, LLC

2012 - 2014 (2 years)

Oppenheimer & Co. Inc

Disclosures

Herbert Scheffler has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Donna Tso
Honolulu, HI
Alexander Dimartini
Jericho, NY
Trisha Qualy
St Louis Park, MN
Anthony Chen
Alpharetta, GA
Robert Braun
Missoula, MT
Scott Schloegel
Kansas City, MO
Lori Glennon
Utica, NY
Grant Hartwell
Torrance, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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