Elizabeth G. Schneider

WHEALTHY EMPOWERMENT NETWORK

STEVENS POINT, WI 54481

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CRD#: 2619156

Professional summary

Elizabeth G Schneider, CFP®, who also goes by Lizz Schneider, Elizabeth Wojtak, is a registered financial advisor currently at WHEALTHY EMPOWERMENT NETWORK located in Stevens Point, Wisconsin.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Elizabeth has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lizz Schneider | Elizabeth Wojtak

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) INFINITY WEALTH COMPANY, LLC; 2821 POST ROAD, STEVENS POINT, WI 54481; INVESTMENT ADVISORY FIRM DBA NAME; 03/2022; APPROX. 160 HRS PER MONTH DURING TRADING HOURS; PROVIDING INVESTMENT ADVISORY SERVICES AS DBA NAME FOR REGISTERED INVESTMENT ADVISOR FIRMS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth G Schneider'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

March 21, 2025 - Present

WHEALTHY EMPOWERMENT NETWORK

Office #1: 2821 Post Road, Stevens Point, WI 54481Office #2: 2821 Post Road, Stevens Point, WI 54481

RIA

CRD#: 334271

STEVENS POINT, WI

Past

March 1, 2022 - April 2, 2025

MARINER INDEPENDENT

RIA

CRD#: 305418

Stevens Point, WI

Past

September 17, 2018 - March 30, 2022

ADVICEPERIOD, LLC

RIA

CRD#: 169828

PLOVER, WI

Past

January 8, 2014 - June 25, 2018

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

STEVENS POINT, WI

Past

February 27, 2012 - June 25, 2018

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

STEVENS POINT, WI

Past

August 29, 2011 - December 31, 2012

VALMARK SECURITIES, INC.

CRD#: 31243

STEVENS POINT, WI

Past

August 9, 2006 - August 16, 2011

CG BROKERAGE L.L.C.

CRD#: 112033

STEVENS POINT, WI

Past

October 8, 2001 - February 27, 2012

CLIFTON GUNDERSON WEALTH ADVISORS

RIA

CRD#: 111297

STEVENS POINT, WI

Past

July 23, 2001 - October 10, 2005

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

Past

September 9, 1999 - June 8, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

December 15, 1997 - September 10, 1999

ASSOCIATED INVESTMENT SERVICES, INC.

CRD#: 1464

GREEN BAY, WI

Past

May 23, 1995 - December 15, 1997

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

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

Arizona
(3/21/2025)

IAR

Illinois
(3/21/2025)

IAR

Ohio
(3/24/2025)

IAR

Wisconsin
(3/21/2025)

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: 8/27/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/22/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WHEALTHY EMPOWERMENT NETWORK

INFINITY WEALTH COMPANY, LLC | WHEALTHY EMPOWERMENT NETWORK, LLC | WHEALTHY EMPOWERMENT NETWORK | KONA FINANCIAL PLANNING

CRD#: 334271 / SEC#:

Arizona

Registered Investment Advisory firm - (3/21/2025 Approved)

Illinois

Registered Investment Advisory firm - (3/21/2025 Approved)

Ohio

Registered Investment Advisory firm - (1/9/2025 Approved)

Wisconsin

Registered Investment Advisory firm - (3/21/2025 Approved)

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Contact information

Main Address

Kildeer, IL

Mailing Address

Phone number

(419) 340-6462

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	396
AUM (Assets Under Management)	$ 104,811,722

Red Flags

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

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Firm Stability Insights

Elizabeth G. Schneider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth G Schneider's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER INDEPENDENT

ADVICEPERIOD, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

VALMARK SECURITIES, INC.

CG BROKERAGE L.L.C.

CLIFTON GUNDERSON WEALTH ADVISORS

CAP PRO BROKERAGE SERVICES, INC.

EDWARD JONES

ASSOCIATED INVESTMENT SERVICES, INC.

ESSEX NATIONAL SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2001

Series 63

Date: 6/2/1995

SIE

Date: 6/25/2018

Series 7

Date: 9/17/1998

Series 6

Date: 5/22/1995

Current Firm

WHEALTHY EMPOWERMENT NETWORK

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WHEALTHY EMPOWERMENT NETWORK

TRUST BUT VERIFY

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