Steven
Schoeder
Associated Investment Services, Inc
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About this Advisor
Steven Schoeder is a financial advisor based in Saint Paul, Minnesota, working with Associated Investment Services, Inc. Steven has previously held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, United Planners Financial Services, Personal Wealth Partners, LLC, and Lpl Financial, LLC. Steven has passed the Series 63 regulatory exam and is registered to provide services in Florida, Minnesota, and Wisconsin. Currently, Steven is part of Associated Investment Services, Inc, which operates out of Saint Paul, Minnesota. The firm has 33 offices and 62 employees. The firm manages assets totaling $862.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Associated Investment Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Associated Investment Services, Inc Brokerage Details
$862,552,767
62
4,578
$188,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Steven Schoeder Work History
United Planners Financial Services
Personal Wealth Partners, LLC
Lpl Financial, LLC
Personal Wealth Partners, LLC
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Disclosures
Please visit the SEC profile of Steven Schoeder 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 Associated Investment Services, Inc
Appleton, WI
Milwaukee, WI
Saint Paul, MN
Machesney Park, IL
Minneapolis, MN
Minocqua, WI
Watertown, WI
La Crosse, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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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.
