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Heather Renee Schaber

Beacon Pointe Advisors, LLC

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About Heather Renee Schaber

Heather Renee Schaber is an investment advisor representative at Beacon Pointe Advisors, LLC in Milwaukee, WI. Heather has been in the industry for over 14 years, working previously at WELLS FARGO FUNDS DISTRIBUTOR, LLC in MENOMONEE FALLS, WI. Heather is registered in the state of Wisconsin as an investment advisor representative (IA) and holds the Series 63 and Series 7 licenses.

Firm Information

Heather Schaber is currently registered with Beacon Pointe Advisors, LLC. Beacon Pointe Advisors, LLC is a Newport Beach, CA-based investment advisor with over 30 billion in assets under management. The firm provides financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Pointe Advisors has over 120 licensed agents and 290 investment advisor representatives.
Beacon Pointe Advisors, LLC

24 CORPORATE PLAZA

NEWPORT BEACH, CA 92660

$31.28B

Assets Under Management

100

Total Clients

279

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting services

Consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Schaber’s Registration & Firm History

WI

04/21/2023 - Present

Beacon Pointe Advisors, LLC (Milwaukee WI)

WI

10/29/2008 - 03/25/2013

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 04/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Renee Schaber.
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