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Nicholas Schubert

Advisor at Edward Jones

Updated today

Location

Beaver Dam, WI 53916

Credentials

CFP®, ChFC®, Series 66

Industry experience

11 years

About

Nicholas Schubert is a CFP® and ChFC® professional with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated mutual funds, a trust company, and securities-based lending options.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

201 Gateway Drive Suite 400

Beaver Dam, WI 53916

Most active in

Wisconsin

Work history

Edward Jones

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew G

Series 66

Columbus, WI

A. Gile & Co.

Andrew Gile is a financial advisor at A. Gile & Co. with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army with the Department of Defense for eleven years. Outside of advising, he holds a paid internship position with Malik Law Group. A. Gile & Co. provides portfolio management and financial planning services for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm uses a rules-based value investing approach focused on individual equities and bonds, with an emphasis on tax efficiency and risk management, including hedging strategies.

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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Denise J

Series 63, Series 65

Columbus, WI

Harbour Investments, Inc.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Dustin M

Series 63, Series 66

Beaver Dam, WI

Cornerstone Wealth Management, LLC

Dustin Meisel is a financial advisor at Cornerstone Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments and U.S. Bank. Outside of his advisory role, he is involved with Mr. Brew Taphaus, a business he has been part of since 2016. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations with asset management, financial planning, and retirement consulting. The firm utilizes advisor-led discretionary management and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis to tailor investment advice to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
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David G

ChFC®, Series 66

Beaver Dam, WI

Cornerstone Wealth Management, LLC

David Geschke is a financial advisor with Cornerstone Wealth Management, LLC, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He previously worked at Edward Jones for 16 years before joining Cornerstone Wealth Management and LPL Financial in 2022. Outside of his advisory role, he is a self-employed musician and author. Cornerstone Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Terry T

Series 63

Beaver Dam, WI

Packerland Brokerage Services, Inc.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Jamie H

Series 63

Beaver Dam, WI

Commonwealth Financial Network

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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