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Kevin Len Schnell

Schnell Financial Group, LLC

Sedalia, MO

CRD 1171829

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Employer firm

Schnell Financial Group, LLC CRD 137969

$67.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Schnell Financial Group, Llc

821 Thompson Boulevard, Sedalia, MO 65301 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2013-01-28
KS RA APPROVED 2013-01-24
  • MO RA
    APPROVED
    Since 2013-01-28
  • KS RA
    APPROVED
    Since 2013-01-24

Branch Locations

821 Thompson Boulevard, Sedalia, MO 65301 • 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
Self Employed Sedalia MO 11/2005 Present
  • 11/2005 → Present
    Self Employed
    Sedalia, MO
Previous Registrations
Other Businesses

MEMBER/MANAGER-KEVIN L. SCHNELL-ATTORNEY AT LAW, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-03
S63 Uniform Securities Agent State Law Examination 1983-08-26
  • S65 Uniform Investment Adviser Law Examination
    2008-09-03
  • S63 Uniform Securities Agent State Law Examination
    1983-08-26
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC

Nearby Investors

Joseph Ray Fluty
Jeff Tilley
Adam Tilley

Nearby Offices

EDWARD JONES · SEDALIA, MO
EDWARD JONES · SEDALIA, MO
EDWARD JONES · SEDALIA, MO

More in Sedalia, MO

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