Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schauer is a financial advisor associated with Ameriprise Financial Services, LLC. Gregory has been in the industry since May 25, 2013. Gregory is registered with FINRA and is a Registered Representative for the state of Wisconsin. Gregory also holds the following licenses: Series 6, Series 7, Series 63, Series 66, and Series 6TO. Gregory is associated with the firm's office in Mequon, Wisconsin. Ameriprise Financial Services, LLC provides financial planning, investment management, asset allocation services, portfolio management for individuals and businesses, pension consulting, and educational seminars. Ameriprise Financial Services, LLC manages over $479 Billion in assets.
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.
Asset allocation services
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.
1
2
WI
04/09/2018 - Present
Ameriprise Financial Services, LLC (Mequon WI)
WI
01/10/2014 - 04/11/2018
THRIVENT INVESTMENT MANAGEMENT INC. (WAUKESHA WI)
WI
07/20/2000 - 01/22/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/08/2000 - 01/22/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 03/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Schauer is the right advisor for you? Invested Better is here to help.
