Andrew
Schaetzke

Sjs Investment Services

CRD#6136281
Investment Advisor
in Sylvania, OH

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About this Advisor

Andrew Schaetzke is a financial advisor working out of Sylvania, Ohio, with 9 years of relevant experience. Schaetzke is on the advisory team at Sjs Investment Services. The advisor has gained experience at Morgan Stanley Wealth Management, Sjs Investment Consulting, Deutche Bank and German Football League. Schaetzke has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Sjs Investment Services is an advisory business that has its headquarters in Sylvania, OH. The firm has offices in two locations and a total of 17 advisors. It handles $2 billion in assets among its 2,470 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 37 charities and foundations. Of its 2,470 accounts, 43% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely vary depending on which services are provided. However, fee types charged by Sjs Investment Services most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6711 Monroe St. Building Iv, Suite A
Sylvania, OH 43560

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Sjs Investment Services Brokerage Details

Total Assets Under Management

$2,028,889,719

OH Average: $2,106,341,625
Total Number of Employees

17

OH Average: 34
Total Number of Accounts

2,470

OH Average: 1,972
Average Account Size

$821,413

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Schaetzke Work History

Andrew has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Sjs Investment Consulting

2014 - 2014 (< 1 year)

Deutche Bank

2013 - 2013 (< 1 year)

German Football League

2012 - 2013 (1 year)

Morgan Stanley Wealth Management

*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 Andrew Schaetzke 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 Sjs Investment Services

Lisa Denstorff
Sylvania, OH
Bobby Adusumilli
Sylvania, OH
Kathleen Savage
Sylvania, OH
Andrew Schaetzke
Sylvania, OH
Austin Grizzell
Gilbert, AZ
Thomas Kelly
Chicago, IL
Katie Floyd
Sylvania, OH
Jennifer Smiljanich
Phoenix, AZ

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.

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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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