Royal Alliance Associates, Inc
About this Advisor
Scott Schloegel is a financial advisor who works out of Kansas City, Missouri, who has 10 years of work experience. Schloegel is currently employed by Royal Alliance Associates, Inc. Their career trajectory has included roles at Premier Financial Partners, Royal Alliance, Securian Financial Services Inc, Minnesota Life, Renaissance Financial, Cetera Advisors LLC, Invest Financial Corp, Equity Bank and Creative Planning. Schloegel holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Kansas and Missouri. Royal Alliance Associates, Inc is an advisory company that has its headquarters in Kansas City, Missouri. The company has offices in 905 locations and a total of 3,849 advisors. It handles $28 billion in total assets between its 112,286 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 134 charitable organizations. Of its 112,286 customer accounts, 18% belong to high-net-worth investors who have at least $1 million in investable assets. Royal Alliance Associates, Inc performs a number 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. Financial advisory fees largely vary depending on which service is offered. Fees billed by Royal Alliance Associates, Inc most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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
- Selection of other advisers
- Educational seminars/workshops
Scott Schloegel Work History
Scott has 10 years of experience.
Invest Financial Corp
Securian Financial Services Inc
Securian Financial Services Inc
Cetera Advisors LLC
Premier Financial Partners
Scott Schloegel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Boca Raton, FL
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