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Inactive

Alexa Kay Schulze

Creative Planning

De Pere, WI

Green Bay, WI

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-04
  • WI RA
    APPROVED
    Since 2022-10-04

Branch Locations

2121 Innovation Court, Suite 1100, De Pere, WI 54115 • United States

Green Bay, WI • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Wipfli Financial Advisors Llc, Green Bay WI 12/2020 09/2022
St. Norbert College De Pere WI 09/2018 12/2020
Salon Elan Appleton WI 01/2018 08/2018
St. Norbert College De Pere WI 01/2016 08/2018
St. Norbert College De Pere WI 01/2017 09/2017
Schreiber Foods Green Bay WI 10/2016 08/2017
St. Norbert College De Pere WI 08/2014 12/2017
Creative Planning, Llc Green Bay WI 10/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-20
Designations
Other Names
  • Alexa Kay Brill

View on SEC IAPD

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PACKERLAND BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
HIGHTOWER ADVISORS, LLC

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TRISHA SUE TETZLAFF
STEVEN JOHNSON
Gabriel DeCasas
KENNETH JOSEPH WIRTZ
Michael J C Kniess
MARK DAVID ALBERS

Other Offices

EDWARD JONES · DE PERE, WI
MML INVESTORS SERVICES, LLC · De Pere, WI
VERUS WEALTH MANAGEMENT · DE PERE, WI
LPL FINANCIAL LLC · DE PERE, WI
PACKERLAND BROKERAGE SERVICES, INC. · DEPERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI
CETERA INVESTMENT ADVISERS LLC · DE PERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI

More in De Pere, WI

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