SCHENCK INVESTMENT SOLUTIONS LLC

APPLETON, Wisconsin·14 registered advisors·CRD# 112997
SEC# 801-610439920-996-1316
01

Firm Overview

AUM
$875M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SCHENCK INVESTMENT SOLUTIONS LLC

14 registered advisors
Chris Bentley
APPLETON, Wisconsin
Dan Young
APPLETON, Wisconsin
Donald Walter Kossow
APPLETON, Wisconsin
Greg Barber
APPLETON, Wisconsin
Jaime Anday
APPLETON, Wisconsin
James Alan Olson
APPLETON, Wisconsin
Ken Zacharias
APPLETON, Wisconsin
Lisa Van Beek
APPLETON, Wisconsin
Mark John Fenlon
APPLETON, Wisconsin
Mark Spaeth
APPLETON, Wisconsin
Ronald J Altenburg
APPLETON, Wisconsin
Terri Lillesand
APPLETON, Wisconsin
Thomas James Vonck
APPLETON, Wisconsin
Thomas J Giesen
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
14 advisors

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Data sourced from SEC Form ADV filings. SCHENCK INVESTMENT SOLUTIONS LLC (CRD# 112997) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.