Unclaimed
Edward Schulenberg is an investment advisor representative with Cetera Investment Advisers LLC. Edward has been in the securities industry since May 1999. Edward's registration is active in Nebraska and Texas, and he is also registered in a number of other states. Edward has experience with providing financial planning, pension consulting, and portfolio management for individuals and businesses. He also offers educational seminars and selection of other advisors. Edward has been associated with The Cattle National Bank since July 2006. He is also a member of the Trust Investment Committee at Cattle National Bank and Trust Co. and a board member of the Foundation for Lincoln Public Schools.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
01/21/2014 - Present
Cetera Investment Advisers LLC (SEWARD NE)
NE
06/26/1998 - 07/17/2006
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
IA
Issued 7/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 6/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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