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Minneapolis Financial Advisors
New England Financial
301 Carlson Parkway
Minneapolis, MN 55305
(952) 258-5042
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Advisor Profile
Name: Bryan Schuenemann
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Disclaimer
New England Financial is the service mark for New England Life Insurance Company (NELICO), 501 Boylston Street, Boston, MA 02116. 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. NELICO and NES are affiliates. General Securities are offered only on an unsolicited basis. L08086524[exp1110][MN]

Business Description

My team's mission is to help individuals, successful professionals, business owners, retirees, and others see and solve their financial problems. We focus on assisting clients in wealth accumulation and preservation, income protection, income strategies during retirement, business planning, and estate planning. As an investment specialist, I work with my clients to achieve financial freedom by building a portfolio of well diversified investments according to their goals and risk tolerance.

Our goal is to use our team's diverse knowledge and experience to help solve our client's unique problems in a manner that provides them with custom solutions and excellent service.
 

General Information

Gender:    Male
CRD#:    4634242
Name of Broker/Dealer:    New England Securities
States Licensed in:    MN,WI,FL,IA
Years of Experience in Financial Services:    6
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Securities Licenses:    Series 63, Series 6, Series 7
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Health, Life, Annuity, Accident
Financial Organization Memberships:    Million Dollar Roundtable, Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
Advisor's Number of Clients:    250
Advisor's Number of Managed Clients:    75
Advisor's Number of Planning Clients:    25
Assets Managed by Advisor:    $25000000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $25000
Compensation Methods:    Based on Assets, Commissions, Flat Fee
Fee % Based on Assets:    1-1.25
 
 
 
Prepared By: Bryan Schuenemann
Most Recent Update: 09/16/2008