Robert L. Schoelzel
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lyle Schoelzel's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2025 - Present
FINANCIAL ADVISORY GROUP, INC.
Office #1: 3601 Commerce Court Suite 3, Appleton, WI 54911October 21, 2024 - September 22, 2025
STONEHAVEN WEALTH & TAX SOLUTIONS
October 28, 2019 - October 31, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
March 8, 2018 - January 31, 2020
FINANCIAL ADVISORY GROUP, INC.
June 15, 2015 - March 8, 2018
BROOKSTONE CAPITAL MANAGEMENT LLC
January 10, 1995 - December 31, 1996
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/5/2025)
Exams
Current Firm
FINANCIAL ADVISORY GROUP, INC.
CRD#: 337686 / SEC#:
Contact information
Red Flags
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