Alexa Kay Schulze

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 09/2022
  Wipfli Financial Advisors Llc,
  Green Bay, WI
• 09/2018 → 12/2020
  St. Norbert College
  De Pere, WI
• 01/2018 → 08/2018
  Salon Elan
  Appleton, WI
• 01/2016 → 08/2018
  St. Norbert College
  De Pere, WI
• 01/2017 → 09/2017
  St. Norbert College
  De Pere, WI
• 10/2016 → 08/2017
  Schreiber Foods
  Green Bay, WI
• 08/2014 → 12/2017
  St. Norbert College
  De Pere, WI
• 10/2022 → Present
  Creative Planning, Llc
  Green Bay, WI

Previous Registrations

• 2021-03-20 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Green Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-20

Designations

• Certified Financial Planner

Other Names

• Alexa Kay Brill