Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Douglas Schwalbe is a financial advisor at Packerland Brokerage Services, Inc. with over 20 years of experience in the financial services industry. Scott is registered in Colorado, Florida, Illinois, Texas and Wisconsin. He has a wide range of experience in financial planning, portfolio management, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
07/14/2006 - Present
Packerland Brokerage Services, Inc. (FOND DU LAC WI)
WI
07/16/2004 - 07/17/2006
THRIVENT INVESTMENT MANAGEMENT INC. (FOND DU LAC WI)
IA
09/18/2002 - 06/17/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
06/05/2000 - 09/13/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
ND
09/04/1997 - 05/30/2000
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
WI
12/15/1995 - 08/13/1997
SECURA INVESTMENTS, INC. (APPLETON WI)
IA
Issued 07/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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