KS
Kelley J. Schubert
CORUS FAMILY WEALTH ADVISORS
MCKINNEY, TX 75070
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CRD#: 2411434
KS
Professional summary
Kelley Joe Schubert, CFP® is a registered financial advisor currently at CORUS FAMILY WEALTH ADVISORS, INC. located in Mckinney, Texas.
Kelley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kelley has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ADDRESS FOR ALL ENTITIES IS 5900 SOUTH LAKE FOREST DR, SUITE 280, MCKINNEY, TX 75070.
STACK EM UP, LP.; INVESTMENT RELATED. NATURE: OIL & GAS EXPLORATION;POSITION: PRESIDENT OF THE GENERAL PARTNER - NO OWNERSHIP OR SIGNATURE AUTHORITY;ALSO A LIMITED PARTNER; START:01/2018;HOURS/MONTH: 2; HOURS DURING SEC. TRADING 0; DUTIES: ACCOUNTING & MANAGEMENT.
PETROROCK PARTNERS, LP.; INVESTMENT RELATED. NATURE: OIL & GAS EXPLORATION;POSITION: PRESIDENT OF ITS GENERAL PARTNER - NO OWNERSHIP OR SIGNATURE AUTHORITY; ALSO A LIMITED PARTNER; START:04/2011;HOURS/MONTH: 2; HOURS DURING SEC. TRADING 0; DUTIES: ACCOUNTING & MANAGEMENT.
OMEGA COASTAL DEVELOPMENT, LP: INV. RELATED. NATURE: OIL & GAS EXPL. POSITION: PRESIDENT OF ITS GENERAL PARTNER - NO OWNERSHIP OR SIGNATURE AUTHORITY; ALSO A LIMITED PARTNER. START: 06/2006. HRS./MO.:1; HRS. DURING SEC. TRADING: 0; DUTIES: ACCOUNTING & MANAGEMENT.
LL MANAGEMENT, INC.; INVESTMENT RELATED. NATURE: OIL & GAS EXPLORATION;POSITION: PRESIDENT AND SHAREHOLDER.START:12/2005;HOURS/MONTH: 1; HOURS DURING SEC. TRADING 0; DUTIES: ACCOUNTING & MANAGEMENT.
TOUCHSTONE OIL & GAS, INC.; INVESTMENT RELATED. NATURE: OIL & GAS EXPLORATION;POSITION: PRESIDENT - NO SIGNATURE AUTHORITY - NOT AN OWNER; START:05/2000; HOURS/MONTH: 1; HOURS DURING SEC. TRADING 0; DUTIES: ACCOUNTING & MANAGEMENT.
PEARSALL PARTNERS, LP: INV. RELATED. NATURE: OIL & GAS EXPL. POSITION: PRESIDENT OF ITS GENERAL PARTNER - NO OWNERSHIP OR SIGNATURE AUTHORITY; ALSO A LIMITED PARTNER. START: 01/2010. HRS./MO.:1; HRS. DURING SEC. TRADING: 0; DUTIES: ACCOUNTING & MANAGEMENT.
WARSCHUMAN PARTNERS, LP: INV. RELATED. NATURE: OIL & GAS EXPL. POSITION: PRESIDENT OF ITS GENERAL PARTNER - NO OWNERSHIP OR SIGNATURE AUTHORITY; ALSO A LIMITED PARTNER. START: 01/2013. HRS./MO.:1; HRS. DURING SEC. TRADING: 0; DUTIES: ACCOUNTING & MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Kelley Joe Schubert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 22, 1999 - Present
CORUS FAMILY WEALTH ADVISORS, INC.
Office #1: 5900 South Lake Forest Dr. Suite 280, Mckinney, TX 75070RIA
CRD#: 114702
MCKINNEY, TX
Past
March 28, 1996 - December 9, 1998
DOMINION CAPITAL CORPORATION
BD
CRD#: 18837
DALLAS, TX
Past
March 8, 1995 - March 27, 1996
PROSPERA FINANCIAL SERVICES, INC.
BD
CRD#: 10740
DALLAS, TX
Past
March 8, 1994 - March 7, 1995
FIDELITY EQUITY SERVICES CORPORATION
BD
CRD#: 17455
Past
January 26, 1994 - June 6, 1996
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CORUS FAMILY WEALTH ADVISORS, INC.
CORUS | SUMMIT ASSET MANAGEMENT, INC. | SCHUBERT & COMPANY, INC. | EMPIRICAL PRIVATE WEALTH MANAGEMENT, INC. | CORUS FAMILY WEALTH ADVISORS, INC.
CRD#: 114702 / SEC#: 801-118534
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/22/1999)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CF
CORUS FAMILY WEALTH ADVISORS, INC.
CORUS | SUMMIT ASSET MANAGEMENT, INC. | SCHUBERT & COMPANY, INC. | EMPIRICAL PRIVATE WEALTH MANAGEMENT, INC. | CORUS FAMILY WEALTH ADVISORS, INC.
CRD#: 114702 / SEC#: 801-118534
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070
Mailing Address
Phone number
(972) 422-1010
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 686 |
| AUM (Assets Under Management) | $ 541,186,105 |
Red Flags
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