Unclaimed Profile

Terri Lillesand

SCHENCK INVESTMENT SOLUTIONS LLC·APPLETON, Wisconsin

Clean recordSCHENCK INVESTMENT SOLUTIONS LLC

200 EAST WASHINGTON STREET, APPLETON, WI 54911-5490CRD# 6733849Firm CRD# 112997

Profile Verification

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

Identity

Terri Lillesand · APPLETON, WI

Registration

CRD #6733849 · SCHENCK INVESTMENT SOLUTIONS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Terri Lillesand is a registered financial advisor based in APPLETON, Wisconsin, affiliated with SCHENCK INVESTMENT SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SCHENCK INVESTMENT SOLUTIONS LLC

AUM

$875M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SCHENCK INVESTMENT SOLUTIONS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6733849

Firm CRD# 112997

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terri Lillesand offer?

Terri Lillesand specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are Terri Lillesand's credentials?

Terri Lillesand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terri Lillesand located?

Terri Lillesand is based in APPLETON, Wisconsin, working with SCHENCK INVESTMENT SOLUTIONS LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does Terri Lillesand charge for services?

Terri Lillesand'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 SCHENCK INVESTMENT SOLUTIONS LLC?

SCHENCK INVESTMENT SOLUTIONS LLC has approximately 9 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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