Unclaimed
Wade Michael Schuknecht is a financial advisor registered with Wells Fargo Clearing Services, LLC in Maple Grove, MN. Wade has over 20 years of experience in the financial services industry. Wade is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC, as well as in several states. Wade also has a Series 6, Series 7, Series 63 and Series 66 license. Wade has held prior roles with firms such as UVEST Financial Services Group, Inc., IFMG Securities, Inc., SII Investments, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
1
2
MN
10/17/2022 - Present
Wells Fargo Clearing Services, LLC (MAPLE GROVE MN)
MN
02/23/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BROOKLYN CENTER MN)
MN
01/24/2008 - 10/07/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
MN
02/23/2007 - 02/05/2008
IFMG SECURITIES, INC. (EDEN PRAIRIE MN)
MN
01/26/2006 - 01/09/2007
SII INVESTMENTS, INC. (WAYZATA MN)
MA
08/09/2002 - 12/31/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/09/2002 - 12/31/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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