Advisor at Victory Financial Services LLC
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Firm
Victory Financial Services LLC
Location
Medina, OH 44256
Credentials
Series 66
Industry experience
23 years
Gregory Schnelzer is a financial advisor at Victory Financial Services LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2012 to 2018 before joining Victory Financial Services in 2018. Victory Financial Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm combines tactical asset allocation with technical analysis to manage portfolios of individual stocks and ETFs, serving both retail and corporate clients while offering education and consulting services for employer-sponsored retirement plans.
Based on Victory Financial Services LLC
Based on Victory Financial Services LLC
Financial planning fixed fee: ranges between $500.00 and $5,000.00 depending on complexity
$0 - $500,000: 1.10% $500,000 - $1,000,000: 0.70% $1,000,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.25% $10,000,000+: 0.15%
$250.00 per hour (financial planning hourly fee)
Account minimum: $150,000.00 (can be waived or lowered at firm's discretion)
3637 Medina Rd, Suite 345 C
Medina, OH 44256
Ohio
Victory Financial Services LLC
2018 - Present (8 years)
Cambridge Investment Research Advisors, INC
2012 - 2018 (6 years)
Cambridge Investment Research, inc
2012 - 2018 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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