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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vance? Claim Your ProfileVance Schroeder is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Vance has been in the financial industry since 1993 and has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Vance is registered to provide investment advice in Alabama, Arizona, California, Florida, Georgia, Hawaii, Minnesota, Nebraska, Nevada, New Hampshire, New York, Texas, Utah, and Wisconsin. In addition to his role at Wells Fargo Advisors, Vance Schroeder is the 100% owner of CCS Capital Management Corp., an investment-related business. Vance has held board positions at several organizations and is committed to providing his clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SAN DIEGO CA)
CA
01/16/2009 - 11/02/2023
WELLS FARGO CLEARING SERVICES, LLC (RANCHO SANTA FE CA)
CA
03/14/1997 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
WI
10/04/1993 - 02/10/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
10/04/1993 - 02/05/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
08/21/1991 - 04/30/1992
PACIFIC CAPITAL PARTNERS, INC. (LA JOLLA CA)
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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