Advisor at Financial Advisory Group, Inc.
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
Financial Advisory Group, Inc.
Location
Appleton, WI 54911
Credentials
Series 63, Series 65
Industry experience
10 years
Robert Schoelzel is a financial advisor at Financial Advisory Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Stonehaven Wealth & Tax Solutions, LLC. Outside of advising, he manages residential home construction through Oakwood Homes LLC. Financial Advisory Group, Inc. provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm uses asset-allocation modeling and Monte Carlo planning to guide portfolio construction under discretionary authority.
$0 - $1,000,000: 1.70% $1,000,000+: 1.00%
Fee-only: Fixed fee between $1,000 and $10,000 based on complexity and unique client needs
3601 Commerce Court, Suite 3
Appleton, WI 54911
Wisconsin
Financial Advisory Group, Inc.
2025 - Present (1 year)
Stonehaven Wealth & Tax Solutions, LLC
2024 - 2025 (1 year)
Hidden Acres Holding Co
2024 - Present (2 years)
Oakwood Homes LLC
2023 - Present (3 years)
Cambridge Investment Research Advisors
2019 - 2024 (5 years)
Financial Advisory Group, Inc.
2018 - 2020 (2 years)
Brookstone Capital Management LLC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Series 63
Appleton, WI
ASC 401(k) Management
CFP®, Series 65
De Pere, WI
Verus Wealth Management
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
Series 65
Appleton, WI
Freedom Wealth LLC
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