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Kelley Joe Schubert

SCHUBERT & COMPANY, INC.·MCKINNEY, Texas
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5900 S. LAKE FOREST DRIVE, MCKINNEY, TX 75070CRD# 2411434Firm CRD# 114702
01

About

Kelley Joe Schubert is a registered financial advisor based in MCKINNEY, Texas, affiliated with SCHUBERT & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC.
AUM
$403M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SCHUBERT & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2411434
Firm CRD# 114702
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelley Joe Schubert offer?
Kelley Joe Schubert specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.
What are Kelley Joe Schubert's credentials?
Kelley Joe Schubert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelley Joe Schubert located?
Kelley Joe Schubert is based in MCKINNEY, Texas, working with SCHUBERT & COMPANY, INC.. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.
How does Kelley Joe Schubert charge for services?
Kelley Joe Schubert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHUBERT & COMPANY, INC.?
SCHUBERT & COMPANY, INC. has approximately 8 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCKINNEY
Frederick Eugene Mowery — MOWERY CAPITAL MANAGEMENT, LLCCole Davis Mcclellan — SCHUBERT & COMPANY, INC.Terry Lee Ledbetter — KOPION ASSET MANAGEMENT, LLCPhil Dwayne Wheat — WHEAT GIVENS FINANCIAL, LLCKevin Alan Nelson — SCHUBERT & COMPANY, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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