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Jean Ann Schneider

SPECTRUM FINANCIAL RESOURCES, LLC·TROY, Michigan
Unclaimed Profile
6915 ROCHESTER RD., STE 200, TROY, MI 48085CRD# 1427349Firm CRD# 127453
01

About

Jean Ann Schneider is a registered financial advisor based in TROY, Michigan, affiliated with SPECTRUM FINANCIAL RESOURCES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPECTRUM FINANCIAL RESOURCES, LLC
SPECTRUM FINANCIAL RESOURCES
AUM
$197M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SPECTRUM FINANCIAL RESOURCES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM THIRD-PARTY MANAGERS
Regulatory
SEC/IARD CRD# 1427349
Firm CRD# 127453
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean Ann Schneider offer?
Jean Ann Schneider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.
What are Jean Ann Schneider's credentials?
Jean Ann Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Ann Schneider located?
Jean Ann Schneider is based in TROY, Michigan, working with SPECTRUM FINANCIAL RESOURCES, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Jean Ann Schneider charge for services?
Jean Ann Schneider's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees from third-party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRUM FINANCIAL RESOURCES, LLC?
SPECTRUM FINANCIAL RESOURCES, LLC has approximately 6 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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