Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Gene Schuelke has been in the financial industry since September 17, 1984. Gerald is a registered representative of Intrua Financial and a registered investment advisor of Freedom Wealth Alliance, LLC. Gerald has a wide range of experience and holds multiple licenses and certifications. Gerald is committed to providing his clients with the best possible investment advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/01/2025 - Present
Intrua Financial (Brookfield WI)
WI
09/03/1992 - 08/02/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/03/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
11/06/1991 - 07/16/1992
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
MO
09/04/1990 - 01/28/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
04/07/1987 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
10/16/1984 - 04/21/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
03/31/1983 - 03/21/1984
NML EQUITY SERVICES, INC.
BOTH
Issued 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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