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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
| WI | RA | APPROVED | 2018-07-18 |
Branch Locations
11649 N. Port Washington Rd. #101, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Oak Creek | WI | 06/2016 | 07/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2018 | Present |
1.SCHNEISS & ASSOCIATES, 11649 N PORT WASHINGTON RD STE 202, MEQUON, WI, 9/2016 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/FINANCIAL PROFESSIONAL UTILIZING DBA NAME.. INV REL - 45/WK - 45/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.SCHNEISS FINANCIAL ADVISORS LLC, Saukville WI 53080, 10/2023, President, 1099 Contractor, NIR, 1 HR/MO - 0 HR/MO TRADING. 4.DIXIE FARMS LLC, Saukville WI 53080, 10/2023, Real Estate, Agriculture, NIR, 1 HR/MO - 0 HR/MO TRADING. 5.SCHNEISS FINANCIAL GROUP, 11649 N Port Washington Rd, STE 222, Mequon WI 53092, United States, 09/2025, Owner, DBA Name, NIR, HR/MO: 40, HR/MO TRADING: 160 6.SCHNEISS FINANCIAL GROUP, 11649 N. Port Washington Rd, STE 101, Mequon, WI 53092, 06/02/2026, Notary, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-27 |
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