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Kellie Lynn Schuttler

Newedge Advisors

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About Kellie Lynn Schuttler

Kellie Lynn Schuttler is a financial advisor with over 16 years of experience in the industry. Kellie is currently registered with Newedge Advisors and has been with the firm since December 2022. Before that, Kellie worked for Triad Advisors, LLC and UBS Financial Services Inc. Kellie holds Series 66, SIE, and Series 7 licenses. Kellie specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Kellie is also registered as an Investment Advisor Representative in Oklahoma and Texas.

Firm Information

Kellie Schuttler is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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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.

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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Kellie Schuttler’s Registration & Firm History

LA

03/14/2020 - Present

Newedge Advisors (NEW ORLEANS LA)

OK

03/12/2020 - 12/19/2022

TRIAD ADVISORS LLC (Tulsa OK)

OK

05/31/2006 - 03/23/2020

UBS FINANCIAL SERVICES INC. (TULSA OK)

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Licenses & Designations

BOTH

Issued 07/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kellie Lynn Schuttler.
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