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Spencer Schneider

Advisor at PairOne Private Wealth

Updated today
PairOne Private Wealth logo

Firm

PairOne Private Wealth

Location

Lakeville, MN 55044

Credentials

Series 65

Industry experience

< 1 year

About

Spencer Schneider is a financial advisor at PairOne Private Wealth with a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. PairOne Private Wealth is a small registered investment adviser that provides discretionary asset management and comprehensive financial planning to individual clients. The firm employs a variety of analytical methods and uses third-party sub-advisors to manage client portfolios, serving primarily non–high-net-worth individuals.

Client services

Based on PairOne Private Wealth

Financial planning Portfolio management

Expertise

Based on PairOne Private Wealth

Income planning General tax planning Retirement income strategy Options & derivatives strategies

Fee options

Fixed

Fixed annual fee up to $15,000, paid monthly, quarterly, or bi-annually in advance

Percentage

1.5% annually

Location

10645 165 Th St W

Lakeville, MN 55044

Most active in

Minnesota

Work history

PairOne Private Wealth LLC

2025 - Present (1 year)

PairOne Private Wealth LLC

2025 - Present (1 year)

Full Time Student

2015 - 2025 (10 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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