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Kristina Elizabeth Schnuckel

Ellenbecker Investment Group

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About Kristina Elizabeth Schnuckel

Kristina Elizabeth Schnuckel is a financial advisor with Ellenbecker Investment Group, based in Waukesha, WI. Kristina has been a registered investment advisor since February 13, 2015. Before that, she worked at SII Investments, INC. in Pewaukee, WI from July 2013 to April 2015 and at Landaas & Company in Milwaukee, WI from September 2008 to June 2013. Kristina is a Certified Financial Planner and holds Series 63, Series 7, and SIE licenses.

Firm Information

Kristina Schnuckel is currently registered with Ellenbecker Investment Group. Ellenbecker Investment Group is an investment advisor headquartered in Waukesha, WI. They provide financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They have over $1.49 billion in regulatory assets under management.
Ellenbecker Investment Group

N21 W23350 RIDGEVIEW PARKWAY

WAUKESHA, WI 53188

$1.49B

Assets Under Management

35

Total Clients

17

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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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 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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other

Corporate education and speaking engagements

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Kristina Schnuckel’s Registration & Firm History

WI

02/13/2015 - Present

Ellenbecker Investment Group (WAUKESHA WI)

WI

07/08/2013 - 04/01/2015

SII INVESTMENTS, INC. (PEWAUKEE WI)

WI

09/05/2008 - 06/14/2013

LANDAAS & COMPANY (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 09/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristina Elizabeth Schnuckel.
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