Robert L. Schoelzel

APPLETON, WI 54911

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CRD#: 2574213

Professional summary

Robert Lyle Schoelzel, who also goes by Bob Schoelzel, Robert L Schoelzel, was a registered financial advisor .

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Schoelzel | Robert L Schoelzel

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.

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 20% of time during the month. 2) Oakwood Homes LLC; Not investment-related; Black Creek, WI 54106; Owner; Manage building of homes; Approx. 5% of time during the month. 3)Hidden Acres Holding Co; Not investment-related; Black Creek, WI 54106; Owner; Oversee rental agency; Approx. 1% of time during the month

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2025 - Present

Office #1: 3601 Commerce Court, Appleton, WI 54911

APPLETON, WI

Past

October 21, 2024 - September 22, 2025

STONEHAVEN WEALTH & TAX SOLUTIONS

RIA

CRD#: 332731

APPLETON, WI

Past

October 28, 2019 - October 31, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Appleton, WI

Past

March 8, 2018 - January 31, 2020

FINANCIAL ADVISORY GROUP, INC.

RIA

CRD#: 292264

APPLETON, WI

Past

June 15, 2015 - March 8, 2018

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Appleton, WI

Past

January 10, 1995 - December 31, 1996

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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

Wisconsin
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/9/1995

Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert L. Schoelzel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STONEHAVEN WEALTH & TAX SOLUTIONS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FINANCIAL ADVISORY GROUP, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2015

Series 63

Date: 1/23/1995

Series 6

Date: 1/9/1995

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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