Joseph John Schreiner

Current Employers

Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-29

FL RA
APPROVED

Since 2025-09-29

Branch Locations

Saint Cloud, FL • United States

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • 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

Organization	City	State	From	To
Publix Supermarkets	Orlando	FL	04/2010	10/2021
Northwestern Mutual Life Insurance Company	Milwaukee	WI	10/2021	08/2025
Northwestern Mutual Investment Services Llc	Orlando	FL	06/2022	08/2025
Northwestern Mutual Wealth Management Company	Milwaukee	WI	07/2023	08/2025
Legacy Wealth Managment, Llc	Boise	ID	08/2025	Present

04/2010 → 10/2021

Publix Supermarkets

Orlando, FL
10/2021 → 08/2025

Northwestern Mutual Life Insurance Company

Milwaukee, WI
06/2022 → 08/2025

Northwestern Mutual Investment Services Llc

Orlando, FL
07/2023 → 08/2025

Northwestern Mutual Wealth Management Company

Milwaukee, WI
08/2025 → Present

Legacy Wealth Managment, Llc

Boise, ID

Other Businesses

Smart Financial Planning, Not Investment Related, 9572 Reymont St., Orlando, FL 32827, Insurance Sales, Insurance Salesman, I sell insurance as part of a clients overall financial plan, August 25, 2025, 60 hours a month, 60 hours during trade hours, Risk Management Analysis, Insurance Placement, Education

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-19
S63	Uniform Securities Agent State Law Examination	2022-12-30

S65 Uniform Investment Adviser Law Examination

2025-09-19
S63 Uniform Securities Agent State Law Examination

2022-12-30

Other Names

Joseph John Schreiner

View on SEC IAPD