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Devon Rae Schoenbohm

Edward Jones

New Richmond, WI

CRD 6517774

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-14
WI RA APPROVED 2015-11-19
  • TX RA
    APPROVED_RES
    Since 2018-12-14
  • WI RA
    APPROVED
    Since 2015-11-19

Branch Locations

1448 Hamilton Ave, New Richmond, WI 54017-0000 • 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
Edward Jones St. Louis MO 11/2015 Present
Previous Registrations
Other Businesses

Devon Schoenbohm Type of business: Sole Prop LLC Osceola, WI Start date: 9/1/2024 Owner Hours per week: 0 Hours during trading: 0 Solely opened as a household employer to pay our nanny using an EIN.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-02
S63 Uniform Securities Agent State Law Examination 2015-08-11
  • S65 Uniform Investment Adviser Law Examination
    2015-09-02
  • S63 Uniform Securities Agent State Law Examination
    2015-08-11
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Devon Rae Wanner
  • Devon Rae Wanner

View on SEC IAPD

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