Alli Louette Schoengarth

Employer firm

Retirement Wealth Solutions LLC CRD 317253

$227M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2025 → Present
  Retirement Wealth Solutions Llc
  Marshfield, WI
• 04/2017 → 08/2024
  Schmitty'S On Main
  Neillsville, WI
• 05/2024 → 08/2024
  Neillsville Country Club, Llc
  Neillsville, WI
• 01/2015 → 04/2017
  Student
  Neillsville, WI
• 09/2020 → 12/2024
  Student
  La Crosse, WI

Other Businesses

Other business activity - Independent insurance agency; Position - Agent; Address - 110 East 2nd Street, Marshfield, WI 54449; Investment related? - No; Date commenced - July 2025; Approximate hours spent on this activity during the month - 8; Approximate number of hours spent on this activity during trading hours - 8

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-31