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John Patrick Schloegel

Corda Investment Management, LLC

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About John Patrick Schloegel

John Patrick Schloegel is a registered Investment Advisor Representative with Corda Investment Management, LLC, based in Houston, TX. John Patrick Schloegel has been in the financial services industry since 1995 and is currently registered with Corda Investment Management, LLC. Before joining Corda Investment Management, LLC, John Patrick Schloegel was associated with Fidelity Brokerage Services LLC and Quasar Distributors, LLC, among other firms.

Firm Information

John Schloegel is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

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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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.

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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percentage of assets

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

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John Schloegel’s Registration & Firm History

TX

10/12/2010 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

11/24/2009 - 09/09/2010

FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)

ME

10/04/2001 - 03/19/2002

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

12/12/2000 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

AZ

04/08/1998 - 10/30/1998

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

TX

11/20/1995 - 01/21/1998

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

04/23/1992 - 06/27/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 12/11/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/19/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/04/1993

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Patrick Schloegel.
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