Paul Dennis Schrette

Current Employers

Employment History

• 05/2002 → Present
  Schrette & Lee Wealth Management (Dba)
  Lewiston, ID
• 02/2007 → Present
  Sklf, Llc
  Lewiston, ID
• 08/2012 → Present
  Madison Avenue Securities, Inc.
  Lewiston, ID

Previous Registrations

• 2009-06-11 → 2012-08-09
  Voya Financial Advisors, Inc.
  Clackamas, OR
  Lewiston, ID

Other Businesses

1). NAME OF BUSINESS: SCHRETTE & LEE FINANCIAL SERVICES, INC. DBA SCHRETTE & LEE WEALTH MANAGEMENT POSITION: OWNER & PRESIDENT NATURE: INVESTMENT RELATED ACTIVITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 160 MONTHLY INVESTMENT RELATED HOURS: 160 MONTHLY START DATE: 05/2002; DBA START 02/01/2013 ADDRESS: 95% OF TIME AT 1875 N LAKEWOOD DR., SUITE 102, COEUR D' ALENE, ID 83814 AND 5% OF TIME AT 1407 16TH AVENUE, LEWISTON ID 83501 DESCRIPTION: PERFORM DUTIES RELATED TO INVESTMENT ADVICE AS REGISTERED REPRESENTATIVE AND AN IAR INDEPENDENT INSURANCE AGENT, FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,12/11/2006, SALES OF FIXED INSURANCE PRODUCTS 2). NAME OF BUSINESS: SLKF, LLC,YES,1407 16TH AVENUE, LEWISTON, ID 83501,REAL ESTATE HOLDING COMPANY,PART OWNER,02/01/2007,4 HOURS A MONTH, ENTITY FOR HOLDING REAL ESTATE PURCHASES; NEGOTIATE TERMS OF SALE; MANAGE ANY RENTALS; DEVELOP PROPERTY. 3). NAME: SCHRETTE WEALTH MANGEMENT, LLC; INV RELATED: YES, NATURE: ENTITY SET UP TO RECEIVE COMPENSATION FROM SCHRETTE & LEE WEALTH MANAGENT, INC; ADDRESS:1875 N. LAKEWOOD DR, SUITE 102, COEUR D' ALENE, ID 83814; POSITION: OWNER; START DATE: 8/2020 . 4). NAME ESTATE OF BERNICE C COOK; INVESTEMENT RELATED: NO; ADDRESS: COEUR D'ALENE, ID; NATURE OF THE BUSINESS: Executor of Will and Court Appointed Personal Representative of Mother in law's estate, liquidate assets, sell home, disperse assets per Will to beneficiaries; POSITION: EXECUTOR OF WILL; HOURS PER WEEK: 1-2 HOURS; START DATE: 5/9/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-28
• S63 Uniform Securities Agent State Law Examination
  2006-12-09