Robert E. Schneeweis
Professional summary
Robert Eugene Schneeweis, who also goes by Bob Schneeweis, is a registered financial advisor currently at YES WEALTH MANAGEMENT located in Mahtomedi, Minnesota.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Eugene Schneeweis's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2015 - Present
YES WEALTH MANAGEMENT
Office #1: 86 Mahtomedi Avenue, Mahtomedi, MN 55115December 9, 2013 - January 12, 2015
VSR FINANCIAL SERVICES, INC.
April 9, 1996 - January 12, 2015
VSR FINANCIAL SERVICES, INC.
December 19, 1989 - April 10, 1996
LUTHERAN BROTHERHOOD SECURITIES CORP.
Primary Firm SEC Registration
YES WEALTH MANAGEMENT
CRD#: 172591 / SEC#: 801-128782
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2015)
Exams
Current Firm
YES WEALTH MANAGEMENT
CRD#: 172591 / SEC#: 801-128782
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 277 |
| AUM (Assets Under Management) | $ 116,756,848 |
Red Flags
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