Best Investors Account Sign in
Inactive

Nicholas John Schneider

Anew Advisors, LLC

Wauwatosa, WI

Claim This Profile
Current Employers
Anew Advisors, Llc

11220 W Burleigh St Suite 100, Wauwatosa, WI 53222 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

11220 W Burleigh St Suite 100, Wauwatosa, WI 53222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nicolet National Bank Green Bay WI 04/2014 10/2016
Sii Investments, Inc. Green Bay WI 05/2016 10/2016
Nicolet Wealth Management, Llc Green Bay WI 08/2016 10/2016
Scottrade, Inc Brookfield WI 11/2016 02/2018
Td Ameritrade, Inc. Mequon WI 02/2018 02/2018
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 02/2018
Independent Financial Group, Llc Milwaukee WI 02/2018 10/2021
Anew Advisors, Llc Wauwatosa WI 10/2021 Present
  • 04/2014 → 10/2016
    Nicolet National Bank
    Green Bay, WI
  • 05/2016 → 10/2016
    Sii Investments, Inc.
    Green Bay, WI
  • 08/2016 → 10/2016
    Nicolet Wealth Management, Llc
    Green Bay, WI
  • 11/2016 → 02/2018
    Scottrade, Inc
    Brookfield, WI
  • 02/2018 → 02/2018
    Td Ameritrade, Inc.
    Mequon, WI
  • 02/2018 → 02/2018
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 02/2018 → 10/2021
    Milwaukee, WI
  • 10/2021 → Present
    Wauwatosa, WI
Previous Registrations
  • 2018-02-26 → 2021-10-01
    Whitefish Bay, WI
  • 2018-02-27 → 2018-02-28
    Td Ameritrade, Inc.
    Mequon, WI
  • 2018-02-26 → 2018-02-28
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2017-01-25 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2016-08-08 → 2016-12-12
    Green Bay, WI
  • 2016-05-18 → 2016-10-31
    Sii Investments, Inc.
    Green Bay, WI
  • 2014-10-06 → 2016-05-20
    Invest Financial Corporation
    Green Bay, WI
Other Businesses

(1) West De Pere Wrestling Club; Not investment related; Located in De Pere Wisconsin; Board position at booster club; ~8 hours/month, 100 hours/year; No hours during securities trading hours; (2) Nick is independent insurance licensed; Not-investment related; 11220 W. Burleigh St. Suite 100, Wauwatosa, WI. 53222; Nick may offer insurance products and receive customary fees as a result of insurance sales; Independent insurance licensed agent/broker; Independent insurance licensed agent/broker; 10 hours/month; 2 hours during securities trading hours; Nick may offer insurance products and receive customary fees as a result of insurance sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-03
S63 Uniform Securities Agent State Law Examination 2012-06-29
  • S66 Uniform Combined State Law Examination
    2014-10-03
  • S63 Uniform Securities Agent State Law Examination
    2012-06-29
Other Names
  • Nick John Schneider

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wauwatosa, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor