Unclaimed
Brent Victor Schneider is a financial advisor with over 30 years of experience in the industry. Brent is currently registered with Oarsman Capital, Inc., and holds a Series 7 and Series 63 license. Brent has previously worked with HARBOUR INVESTMENTS, INC. in Madison, WI, PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. in El Paso, TX, and USA FINANCIAL GROUP, INC.. Brent specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses. Brent works primarily with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
WI
10/13/2004 - Present
Oarsman Capital, Inc. (MILWAUKEE WI)
WI
08/20/1993 - 10/05/2004
HARBOUR INVESTMENTS, INC. (MADISON WI)
TX
12/23/1992 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
NA
01/18/1991 - 12/23/1992
USA FINANCIAL GROUP, INC.
BC
Issued 02/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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