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RS

Robert L. Schoelzel

FINANCIAL ADVISORY GROUP
APPLETON, WI 54911
Some features on this profile are disabled
CRD#: 2574213
RS

Professional summary

Robert Lyle Schoelzel, who also goes by Bob Schoelzel, Robert L Schoelzel, is a registered financial advisor currently at FINANCIAL ADVISORY GROUP, INC. located in Appleton, Wisconsin.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lyle Schoelzel'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®
None

Experience

Current

September 5, 2025 - Present

FINANCIAL ADVISORY GROUP, INC.

Office #1: 3601 Commerce Court, Appleton, WI 54911
RIA
CRD#: 337686
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.

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/8/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 1/9/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FINANCIAL ADVISORY GROUP, INC.
FINANCIAL ADVISORY GROUP, INC.

CRD#: 337686 / SEC#:

Wisconsin
Registered Investment Advisory firm - (9/5/2025 Approved)
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Contact information

Main Address
3601 Commerce Court, Appleton, WI 54911
Mailing Address
Phone number
(920) 810-0401
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

FINANCIAL ADVISORY GROUP, INC.

CRD#: 337686Appleton, WI 54911

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