Advisor at Whealthy Empowerment Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Whealthy Empowerment Network
Location
Stevens Point, WI 54481
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Elizabeth Schneider is a CFP® professional with 30 years of industry experience. She is currently with Whealthy Empowerment Network and has previously worked at firms including CliftonLarsonAllen Wealth Advisors, Adviceperiod LLC, and Mariner Platform Solutions. Schneider is also involved with Infinity Wealth Company, LLC, where she provides investment advisory services. Whealthy Empowerment Network is a two-advisor registered investment adviser serving individuals, trusts, estates, charities, and business entities. The firm manages approximately $106 million in client assets using a tactical allocation strategy that incorporates a variety of instruments and analytical methods.
Based on Whealthy Empowerment Network
0.5% to 1.5% per annum, tiered and negotiable depending on client and services
Fee-only: Fixed fee for financial planning and consulting services ranging from $3,000 to $5,000, negotiable and contracted with the client
2821 Post Road
Stevens Point, WI 54481
Arizona · Illinois · Ohio · Wisconsin
Whealthy Empowerment Network
2024 - Present (2 years)
Infinity Wealth Company, Llc
2022 - Present (4 years)
Mariner Platform Solutions
2022 - 2025 (3 years)
Adviceperiod. Llc
2018 - 2022 (4 years)
CliftonLarsonAllen Wealth Advisors, LLC
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Wisconsin Rapids, WI
Buena Vista Investment Management LLC
Series 65
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Evexia Wealth, LLC
Series 63, Series 65
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Elite Wealth Management, Inc.
CFP®, CFA®, Series 66
Stevens Point, WI
Evexia Wealth, LLC
Series 66
Plover, WI
Elite Wealth Management, Inc.
Series 63, Series 65
Stevens Point, WI
Evexia Wealth, LLC
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