Unclaimed Profile

John Patrick Schloegel

CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, Texas

Series 7, Series 31, Series 63, Series 65Clean record25 years registeredCORDA INVESTMENT MANAGEMENT, LLC

8955 KATY FREEWAY, HOUSTON, TX 77024-1626CRD# 2227362Firm CRD# 108046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Patrick Schloegel · HOUSTON, TX

Registration

CRD #2227362 · CORDA INVESTMENT MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CORDA INVESTMENT MANAGEMENT, LLC

Oct 2010 – present

STRATEGIC ADVISERS, INC.

Mar 2010 – Sep 2010

AUSTIN, TX

CAPITAL CITIES ASSET MANAGEMENT INC

Apr 2003 – Sep 2009

AUSTIN, TX

FISHER INVESTMENTS,INC.

Jan 2001 – Feb 2003

DALY CITY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 23, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORDA INVESTMENT MANAGEMENT, LLC

CRD 108046 · SEC 801-57097

AUM

$1.6B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CORDA INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORDA INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Patrick Schloegel offer?

John Patrick Schloegel specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are John Patrick Schloegel's credentials?

John Patrick Schloegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Patrick Schloegel located?

John Patrick Schloegel is based in HOUSTON, Texas, working with CORDA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does John Patrick Schloegel charge for services?

John Patrick Schloegel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORDA INVESTMENT MANAGEMENT, LLC?

CORDA INVESTMENT MANAGEMENT, LLC has approximately 27 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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