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Robert Eugene Schneeweis

YES Wealth Management

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About Robert Eugene Schneeweis

Robert Eugene Schneeweis is an investment advisor representative with Yes Wealth Management. Robert Eugene Schneeweis has been in the industry since December 1989. The advisor is registered in Minnesota. Robert Eugene Schneeweis is also a licensed insurance agent. Robert Eugene Schneeweis has been with Yes Wealth Management since January 2015. Previous employers include VSR Financial Services, Inc. and Lutheran Brotherhood Securities Corp. Robert Eugene Schneeweis specializes in financial planning, portfolio management for individuals and pension consulting.

Firm Information

Robert Schneeweis is currently registered with YES Wealth Management. YES Wealth Management is an investment advisor registered with the SEC and located in MAHTOMEDI, MN. The firm has 3 investment adviser representatives and manages approximately $113,408,123 in assets for 352 accounts. YES Wealth Management provides financial planning, pension consulting and portfolio management services to high net worth individuals and other individuals.
YES Wealth Management

86 MAHTOMEDI AVENUE

MAHTOMEDI, MN 55115

$113.41M

Assets Under Management

Not reported

Total Clients

3

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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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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Robert Schneeweis’s Registration & Firm History

MN

01/16/2015 - Present

YES Wealth Management (MAHTOMEDI MN)

MN

04/09/1996 - 01/12/2015

VSR FINANCIAL SERVICES, INC. (WHITE BEAR LAKE MN)

MN

12/19/1989 - 04/10/1996

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Eugene Schneeweis.
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