| Advisor Profile |
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| Name: |
Bryan Schuenemann, ChFC® |
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| Disclaimer |
| Securities products and investment advisory services are offered through New England Securities Corp.(NES), a broker-dealer (member FINRA/SIPC) and a registered investment adviser. General Securities are offered only on an unsolicited basis. Mid American Financial Group is a separate entity of New England Securities, Boston, MA. L0209019439[exp0310][MN]
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Business Description |
You work hard for your money. The Schuenemann Team develops strategies to help ensure that it’s working hard for you. We listen to our clients and advise them on the issues that matter most to them: a quality education for their children, a comfortable retirement, and protection or legacy planning for their families. We also help small business owners with investment and insurance needs for themselves, their business and their key employees.
Our guiding principle is to recommend courses of action for our clients that we would take for our own families. We are committed to a long-term relationship with our clients through sound preparation, solid execution, and ongoing review and management of their financial programs.
Bryan Schuenemann was recently privileged to receive the 5 Star Wealth Manager Award for Best in Client Satisfaction and was published in the Jan. 2009 Issues of Mpls. St. Paul Magazine and Twin Cities Business. He was awarded this by Crescendo, an independent organization, through an extensive surveying process of high net worth individuals and leaders of financial service industry companies. Bryan is among just 7% of the wealth managers in the Twin Cities area to be chosen for this award.
*The Five STAR Award is not indicative of the wealth managers future performance and is no guarantee as to future investment success. |
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General Information |
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| Name of Broker/Dealer: |
New England Securities
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| States Licensed in: |
MN, WI, FL, IA, IL
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
2
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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| Investment Types: |
Insurance, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 63, Series 7
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| Insurance and Annuity Licenses: |
Disability, Variable Life, Long Term Care, Variable Annuity, Disability Income, Accident, Life, Health, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Advisor's Number of Clients: |
250
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| Advisor's Number of Managed Clients: |
75
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| Advisor's Number of Planning Clients: |
25
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| Assets Managed by Advisor: |
$25,000,000
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets, Flat Fee, Commissions
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| Fee % Based on Assets: |
1-1.25%
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| Prepared By: |
Bryan Schuenemann, ChFC® |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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BS in economics and management from UW La Crosse |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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No, I will always be the lead contact but I work with a number of specialists in different fields that help to bring more knowledge to the meetings. |
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How are you compensated? How will I pay for your services? |
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Fee- based or commission based |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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Metlife is my main company, but i can broker more then 40 other companies. |
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