Adrienne Schreur Frank

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 09/2014 → 02/2018
  Jason Colvin Insurance Agency
  Huntersville, NC
• 01/2014 → 01/2018
  State Farm Vp Management Corp
  Huntersville, NC
• 06/2018 → 06/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2018 → 05/2018
  Homemaker
  Mt. Holly, NC
• 10/2019 → 06/2022
  Vanguard Advisers, Inc.
  Charlotte, NC
• 06/2018 → 06/2022
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2022 → Present
  Nuveen Securities, Llc
  Charlotte, NC
• 07/2022 → Present
  Nuveen Asset Management Llc
  Chicago, IL

Previous Registrations

• 2019-10-01 → 2022-07-11
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

Name: H.K. Schreur Family Trust Nature: trust for the benefit of my father, Steve Schreur Position: Trustee Description: trustee of H.K. Schreur Family Trust for the benefit of my father, Steve Schreur Investment Related: Yes Hours: 5/month Securities Trading Hours: 0 Start Date: 1/2022 Address: Mt Holly, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-09-25
• S63 Uniform Securities Agent State Law Examination
  2014-04-10

Other Names

• Adrienne Elise Schreur
• Adrienne Schreur Frank
• Adrienne Frank