Kelley
Schubert
Schubert & Company, Inc
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About this Advisor
Kelley Schubert is a certified financial planner based in Mckinney, Texas who has 24 years of relevant experience. Schubert is on the advisory team at Schubert & Company, Inc. The advisor has gained experience at Kelley J. Schubert, P.C, Schubert & Company, Inc, Touchstone Oil & Gas, Inc, Ll Management, Inc, Omega Coastal Development Lp, Drilling & Xtraction, Lp, Pearsall Partners, Lp, Petrorock Partners, Lp, Sweetville Partners Of Texas, Lp, Stack Em Up, Lp, Mk One, Lp and Warschuman Partners, Lp. Schubert holds a Series 63 license, designating them as a securities agent, and is approved to operate in Texas. Schubert & Company, Inc is a financial advisory business operating out of Mckinney, TX. It controls $333 million in total assets among its 561 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 561 accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Schubert & Company, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors depend on the type of financial services provided. However, fees billed by Schubert & Company, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schubert & Company, Inc Brokerage Details
$332,704,803
6
561
$593,057
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Kelley Schubert Work History
Kelley has been registered as a financial advisor for 24 years.*
Stack Em Up, Lp
Warschuman Partners, Lp
Petrorock Partners, Lp
Pearsall Partners, Lp
Omega Coastal Development Lp
Ll Management, Inc
Touchstone Oil & Gas, Inc
Kelley J. Schubert, P.C
Schubert & Company, Inc
Sweetville Partners Of Texas, Lp
Mk One, Lp
Drilling & Xtraction, Lp
*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 Kelley Schubert 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 Schubert & Company, Inc
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
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.
